Isthmus Partners’s Caterpillar CAT Stock Holding History

Isthmus Partners’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	$5.35M	Sell	5,022 -23	-0.5%	-$20.2K	0.52%	54
2026 Q1	$3.57M	Sell	5,045 -107	-2%	-$74.1K	0.37%	66
2025 Q4	$2.95M	Buy	+5,152	New	+$2.86M	0.33%	86
2025 Q3	–	Sell	-4,858	Closed	-$1.89M	–	190
2025 Q2	$1.89M	Buy	4,858 +3,301	+212%	+$1.1M	0.22%	97
2025 Q1	$513K	Hold	1,557	–	–	0.06%	139
2024 Q4	$565K	Buy	1,557 +450	+41%	+$175K	0.07%	135
2024 Q3	$433K	Sell	1,107 -150	-12%	-$51.8K	0.05%	142
2024 Q2	$419K	Hold	1,257	–	–	0.05%	142
2024 Q1	$461K	Sell	1,257 -100	-7%	-$32K	0.05%	145
2023 Q4	$401K	Buy	1,357 +100	+8%	+$25.9K	0.05%	146
2023 Q3	$343K	Hold	1,257	–	–	0.05%	146
2023 Q2	$309K	Hold	1,257	–	–	0.04%	148
2023 Q1	$288K	Buy	1,257 +150	+14%	+$36.3K	0.04%	151
2022 Q4	$265K	Buy	+1,107	New	+$241K	0.04%	154
2022 Q2	–	Sell	-1,112	Closed	-$248K	–	146
2022 Q1	$248K	Buy	1,112 +5	+0.5%	+$1.05K	0.04%	143
2021 Q4	$229K	Hold	1,107	–	–	0.04%	145
2021 Q3	$213K	Hold	1,107	–	–	0.04%	145
2021 Q2	$241K	Hold	1,107	–	–	0.04%	142
2021 Q1	$257K	Hold	1,107	–	–	0.05%	138
2020 Q4	$201K	Buy	+1,107	New	+$188K	0.04%	140
2019 Q4	–	Sell	-2,336	Closed	-$295K	–	140
2019 Q3	$295K	Hold	2,336	–	–	0.07%	126
2019 Q2	$318K	Buy	+2,336	New	+$309K	0.08%	123
2019 Q1	–	Sell	-2,586	Closed	-$329K	–	142
2018 Q4	$329K	Hold	2,586	–	–	0.1%	118
2018 Q3	$394K	Hold	2,586	–	–	0.1%	112
2018 Q2	$351K	Hold	2,586	–	–	0.09%	115
2018 Q1	$381K	Hold	2,586	–	–	0.1%	112
2017 Q4	$408K	Sell	2,586 -1,314	-34%	-$182K	0.11%	112
2017 Q3	$486K	Sell	3,900 -300	-7%	-$34.5K	0.14%	105
2017 Q2	$451K	Hold	4,200	–	–	0.13%	106
2017 Q1	$390K	Hold	4,200	–	–	0.11%	111
2016 Q4	$390K	Hold	4,200	–	–	0.12%	112
2016 Q3	$368K	Sell	4,200 -200	-5%	-$16.4K	0.12%	110
2016 Q2	$334K	Hold	4,400	–	–	0.11%	113
2016 Q1	$337K	Hold	4,400	–	–	0.11%	110
2015 Q4	$299K	Hold	4,400	–	–	0.1%	117
2015 Q3	$288K	Hold	4,400	–	–	0.11%	117
2015 Q2	$373K	Hold	4,400	–	–	0.12%	110
2015 Q1	$352K	Hold	4,400	–	–	0.12%	107
2014 Q4	$403K	Buy	+4,400	New	+$428K	0.14%	107

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SMDAM

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Isthmus Partners's CAT Position: Q2 2026 in Review

Isthmus Partners reduced its Caterpillar (CAT) stake by 0.46% in Q2 2026, selling an estimated $20.2K and leaving 5,022 shares worth $5.35M. The position accounts for 0.52% of the portfolio, ranked #54.

Isthmus Partners first reported a position in CAT in Q4 2014 and has held it in 39 quarters since. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Isthmus Partners held 5,022 shares of Caterpillar worth $5.35M as of Q2 2026.
Isthmus Partners sold 23 Caterpillar shares in Q2 2026, an estimated $20.2K.
Caterpillar made up 0.52% of Isthmus Partners's portfolio in Q2 2026, its #54 holding.
Isthmus Partners first reported a position in Caterpillar in Q4 2014 and has held it in 39 quarters since.
1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Isthmus Partners's 13F filing for Q2 2026, filed 20 Jul 2026.