Mainsail Asset Management’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$959K Buy
1,090
+569
+109% +$500K 0.38% 32
2026
Q1
$369K Buy
521
+41
+9% +$28.4K 0.17% 57
2025
Q4
$275K Buy
480
+12
+3% +$6.67K 0.12% 68
2025
Q3
$223K Buy
+468
New +$200K 0.1% 80

Other funds holding CAT

Mainsail Asset Management's CAT Position: Q2 2026 in Review

Mainsail Asset Management increased its Caterpillar (CAT) stake by 109% in Q2 2026, buying an estimated $500K and bringing the position to 1,090 shares worth $959K. The position accounts for 0.38% of the portfolio, ranked #32.

Mainsail Asset Management first reported a position in CAT in Q3 2025 and has held it in 4 quarters since. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Mainsail Asset Management held 1,090 shares of Caterpillar worth $959K as of Q2 2026.
  • Mainsail Asset Management bought 569 Caterpillar shares in Q2 2026, an estimated $500K.
  • Caterpillar made up 0.38% of Mainsail Asset Management's portfolio in Q2 2026, its #32 holding.
  • Mainsail Asset Management first reported a position in Caterpillar in Q3 2025 and has held it in 4 quarters since.
  • 4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Mainsail Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.