Howard Capital Management’s Caterpillar CAT Stock Holding History

Howard 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	$4.19M	Buy	3,930 +1,661	+73%	+$1.46M	0.05%	124
2026 Q1	$1.61M	Sell	2,269 -1,621	-42%	-$1.12M	0.03%	142
2025 Q4	$2.23M	Buy	3,890 +18	+0.5%	+$10K	0.03%	154
2025 Q3	$1.85M	Buy	3,872 +368	+11%	+$157K	0.02%	169
2025 Q2	$1.36M	Buy	3,504 +517	+17%	+$172K	0.02%	184
2025 Q1	$985K	Sell	2,987 -369	-11%	-$131K	0.02%	193
2024 Q4	$1.22M	Buy	3,356 +157	+5%	+$60.9K	0.02%	192
2024 Q3	$1.25M	Buy	+3,199	New	+$1.1M	0.02%	181

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Howard Capital Management increased its Caterpillar (CAT) stake by 73% in Q2 2026, buying an estimated $1.46M and bringing the position to 3,930 shares worth $4.19M. The position accounts for 0.05% of the portfolio, ranked #124.

Howard Capital Management first reported a position in CAT in Q3 2024 and has held it in 8 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Howard Capital Management held 3,930 shares of Caterpillar worth $4.19M as of Q2 2026.
Howard Capital Management bought 1,661 Caterpillar shares in Q2 2026, an estimated $1.46M.
Caterpillar made up 0.05% of Howard Capital Management's portfolio in Q2 2026, its #124 holding.
Howard Capital Management first reported a position in Caterpillar in Q3 2024 and has held it in 8 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Howard Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.