Gallacher Capital Management’s Caterpillar CAT Stock Holding History

Gallacher Capital Management’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$429K	Sell	403 -118	-23%	-$104K	0.24%	139
2026 Q1	$369K	Hold	521	–	–	0.14%	196
2025 Q4	$299K	Hold	521	–	–	0.12%	234
2025 Q3	$249K	Sell	521 -13	-2%	-$5.55K	0.1%	273
2025 Q2	$207K	Sell	534 -830	-61%	-$277K	0.1%	278
2025 Q1	$450K	Buy	1,364 +355	+35%	+$126K	0.22%	129
2024 Q4	$366K	Buy	1,009 +58	+6%	+$22.5K	0.18%	153
2024 Q3	$372K	Buy	+951	New	+$328K	0.17%	157
2024 Q2	–	Sell	-550	Closed	-$202K	–	277
2024 Q1	$202K	Sell	550 -131	-19%	-$41.9K	0.1%	253
2023 Q4	$201K	Sell	681 -825	-55%	-$214K	0.11%	248
2023 Q3	$411K	Buy	+1,506	New	+$409K	0.26%	83

Other funds holding CAT

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Gallacher Capital Management's CAT Position: Q2 2026 in Review

Gallacher Capital Management reduced its Caterpillar (CAT) stake by 23% in Q2 2026, selling an estimated $104K and leaving 403 shares worth $429K. The position accounts for 0.24% of the portfolio, ranked #139.

Gallacher Capital Management first reported a position in CAT in Q3 2023 and has held it in 11 quarters since. The position peaked at $450K in Q1 2025. 1,059 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Gallacher Capital Management held 403 shares of Caterpillar worth $429K as of Q2 2026.
Gallacher Capital Management sold 118 Caterpillar shares in Q2 2026, an estimated $104K.
Caterpillar made up 0.24% of Gallacher Capital Management's portfolio in Q2 2026, its #139 holding.
Gallacher Capital Management first reported a position in Caterpillar in Q3 2023 and has held it in 11 quarters since.
Gallacher Capital Management's Caterpillar position peaked at $450K in Q1 2025.
1,059 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Gallacher Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.