HCMT
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Highland Capital Management (Tennessee)’s Caterpillar CAT Stock Holding History

Highland Capital Management (Tennessee)’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 		$14.5M Buy
13,588
+1,202
+10% +$1.06M 0.67% 30
2026
Q1 		$8.77M Sell
12,386
-7,018
-36% -$4.86M 0.46% 46
2025
Q4 		$11.1M Buy
19,404
+3,376
+21% +$1.88M 0.55% 37
2025
Q3 		$7.65M Sell
16,028
-180
-1% -$76.8K 0.38% 59
2025
Q2 		$6.29M Sell
16,208
-2,060
-11% -$687K 0.34% 70
2025
Q1 		$6.02M Buy
18,268
+1,669
+10% +$595K 0.36% 69
2024
Q4 		$6.02M Sell
16,599
-430
-3% -$167K 0.34% 70
2024
Q3 		$6.66M Sell
17,029
-5,647
-25% -$1.95M 0.38% 64
2024
Q2 		$7.55M Buy
22,676
+1,967
+9% +$682K 0.45% 53
2024
Q1 		$7.59M Sell
20,709
-692
-3% -$221K 0.44% 61
2023
Q4 		$6.33M Buy
21,401
+2,130
+11% +$553K 0.39% 69
2023
Q3 		$5.26M Sell
19,271
-1,462
-7% -$397K 0.36% 78
2023
Q2 		$5.1M Sell
20,733
-1,770
-8% -$395K 0.33% 94
2023
Q1 		$5.15M Buy
22,503
+382
+2% +$92.4K 0.38% 77
2022
Q4 		$5.3M Buy
22,121
+980
+5% +$213K 0.37% 72
2022
Q3 		$3.47M Sell
21,141
-30
-0.1% -$5.48K 0.27% 115
2022
Q2 		$3.79M Sell
21,171
-79
-0.4% -$16.6K 0.27% 115
2022
Q1 		$4.74M Buy
21,250
+150
+0.7% +$31.5K 0.28% 110
2021
Q4 		$4.36M Sell
21,100
-190
-0.9% -$38.3K 0.25% 117
2021
Q3 		$4.09M Sell
21,290
-1,390
-6% -$289K 0.25% 118
2021
Q2 		$4.94M Buy
22,680
+21,780
+2,420% +$5.03M 0.3% 99
2021
Q1 		$209K Buy
+900
New +$186K 0.01% 324
2020
Q4 		– Sell
-27,568
Closed -$4.11M – 337
2020
Q3 		$4.11M Sell
27,568
-350
-1% -$49.2K 0.29% 96
2020
Q2 		$3.53M Buy
27,918
+168
+0.6% +$19.9K 0.28% 103
2020
Q1 		$3.22M Sell
27,750
-775
-3% -$99K 0.3% 98
2019
Q4 		$4.21M Sell
28,525
-625
-2% -$87.2K 0.29% 96
2019
Q3 		$3.68M Buy
29,150
+12,985
+80% +$1.65M 0.27% 102
2019
Q2 		$2.2M Buy
16,165
+4,648
+40% +$614K 0.16% 148
2019
Q1 		$1.56M Buy
11,517
+3,149
+38% +$418K 0.12% 175
2018
Q4 		$1.06M Sell
8,368
-2,304
-22% -$300K 0.09% 195
2018
Q3 		$1.63M Buy
10,672
+2,122
+25% +$300K 0.12% 177
2018
Q2 		$1.16M Sell
8,550
-708
-8% -$106K 0.09% 195
2018
Q1 		$1.36M Buy
9,258
+1,748
+23% +$276K 0.11% 174
2017
Q4 		$1.18M Sell
7,510
-2,497
-25% -$346K 0.09% 184
2017
Q3 		$1.25M Buy
10,007
+3,934
+65% +$453K 0.1% 178
2017
Q2 		$653K Buy
+6,073
New +$617K 0.05% 242
2015
Q4 		– Sell
-190
Closed -$12K – 339
2015
Q3 		$12K Sell
190
-50
-21% -$3.82K ﹤0.01% 476
2015
Q2 		$20K Buy
+240
New +$20.6K ﹤0.01% 455

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Highland Capital Management (Tennessee)'s CAT Position: Q2 2026 in Review

Highland Capital Management (Tennessee) increased its Caterpillar (CAT) stake by 9.7% in Q2 2026, buying an estimated $1.06M and bringing the position to 13,588 shares worth $14.5M. The position accounts for 0.67% of the portfolio, ranked #30.

Highland Capital Management (Tennessee) first reported a position in CAT in Q2 2015 and has held it in 38 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Highland Capital Management (Tennessee) held 13,588 shares of Caterpillar worth $14.5M as of Q2 2026.
  • Highland Capital Management (Tennessee) bought 1,202 Caterpillar shares in Q2 2026, an estimated $1.06M.
  • Caterpillar made up 0.67% of Highland Capital Management (Tennessee)'s portfolio in Q2 2026, its #30 holding.
  • Highland Capital Management (Tennessee) first reported a position in Caterpillar in Q2 2015 and has held it in 38 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Highland Capital Management (Tennessee)'s 13F filing for Q2 2026, filed 21 Jul 2026.