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Timothy G. Youngquist 2020 Irrevocable Trust’s Caterpillar CAT Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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 		– Sell
-3,843
Closed -$2.72M – 175
2026
Q1 		$2.72M Buy
+3,843
New +$2.66M 1.17% 20

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's CAT Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of Caterpillar (CAT) in Q2 2026, closing a stake of 3,843 shares — an estimated $2.72M sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in CAT in Q1 2026 and held it in 1 quarter. The position peaked at $2.72M in Q1 2026. 2,716 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining Caterpillar position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 3,843 Caterpillar shares in Q2 2026, an estimated $2.72M.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Caterpillar in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's Caterpillar position peaked at $2.72M in Q1 2026.
  • 2,716 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.