Kerusso Capital Management’s Caterpillar CAT Stock Holding History

Kerusso 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	$7.14M	Buy	6,705 +1,272	+23%	+$1.12M	2.6%	6
2026 Q1	$3.85M	Sell	5,433 -386	-7%	-$267K	1.93%	23
2025 Q4	$3.33M	Buy	5,819 +1,374	+31%	+$764K	1.54%	41
2025 Q3	$2.12M	Sell	4,445 -273	-6%	-$117K	1.3%	45
2025 Q2	$1.83M	Buy	4,718 +3	+0.1%	+$1K	1.13%	42
2025 Q1	$1.56M	Buy	4,715 +120	+3%	+$42.7K	0.99%	49
2024 Q4	$1.67M	Buy	4,595 +10	+0.2%	+$3.88K	1.06%	47
2024 Q3	$1.79M	Buy	4,585 +276	+6%	+$95.3K	1.14%	41
2024 Q2	$1.44M	Buy	+4,309	New	+$1.49M	1.04%	48

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

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

Kerusso Capital Management increased its Caterpillar (CAT) stake by 23% in Q2 2026, buying an estimated $1.12M and bringing the position to 6,705 shares worth $7.14M. The position accounts for 2.6% of the portfolio, ranked #6.

Kerusso Capital Management first reported a position in CAT in Q2 2024 and has held it in 9 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Kerusso Capital Management held 6,705 shares of Caterpillar worth $7.14M as of Q2 2026.
Kerusso Capital Management bought 1,272 Caterpillar shares in Q2 2026, an estimated $1.12M.
Caterpillar made up 2.6% of Kerusso Capital Management's portfolio in Q2 2026, its #6 holding.
Kerusso Capital Management first reported a position in Caterpillar in Q2 2024 and has held it in 9 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Kerusso Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.