Linden Thomas Advisory Services’s Caterpillar CAT Stock Holding History

Linden Thomas Advisory Services’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	$1.21M	Buy	1,140 +11	+1%	+$9.66K	0.1%	318
2026 Q1	$800K	Buy	1,129 +418	+59%	+$290K	0.08%	343
2025 Q4	$407K	Buy	711 +20	+3%	+$11.1K	0.04%	399
2025 Q3	$330K	Sell	691 -6	-0.9%	-$2.56K	0.03%	409
2025 Q2	$271K	Sell	697 -6,792	-91%	-$2.26M	0.03%	418
2025 Q1	$2.47M	Buy	7,489 +501	+7%	+$178K	0.32%	90
2024 Q4	$2.53M	Buy	6,988 +883	+14%	+$342K	0.32%	83
2024 Q3	$2.39M	Buy	6,105 +823	+16%	+$284K	0.33%	84
2024 Q2	$1.76M	Buy	5,282 +608	+13%	+$211K	0.27%	128
2024 Q1	$1.71M	Buy	+4,674	New	+$1.49M	0.28%	128

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

Linden Thomas Advisory Services's CAT Position: Q2 2026 in Review

Linden Thomas Advisory Services increased its Caterpillar (CAT) stake by 0.97% in Q2 2026, buying an estimated $9.66K and bringing the position to 1,140 shares worth $1.21M. The position accounts for 0.1% of the portfolio, ranked #318.

Linden Thomas Advisory Services first reported a position in CAT in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.53M in Q4 2024. 1,380 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Linden Thomas Advisory Services held 1,140 shares of Caterpillar worth $1.21M as of Q2 2026.
Linden Thomas Advisory Services bought 11 Caterpillar shares in Q2 2026, an estimated $9.66K.
Caterpillar made up 0.1% of Linden Thomas Advisory Services's portfolio in Q2 2026, its #318 holding.
Linden Thomas Advisory Services first reported a position in Caterpillar in Q1 2024 and has held it in 10 quarters since.
Linden Thomas Advisory Services's Caterpillar position peaked at $2.53M in Q4 2024.
1,380 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Linden Thomas Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.