Myriad Asset Management US’s Caterpillar CAT Stock Holding History

Myriad Asset Management US’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	$858K	Sell	806 -202	-20%	-$177K	1.19%	21
2026 Q1	$714K	Buy	1,008 +118	+13%	+$81.7K	1.07%	16
2025 Q4	$510K	Sell	890 -1,757	-66%	-$977K	0.85%	27
2025 Q3	$1.26M	Buy	+2,647	New	+$1.13M	0.69%	31
2025 Q1	–	Sell	-4,243	Closed	-$1.54M	–	32
2024 Q4	$1.54M	Buy	+4,243	New	+$1.65M	1.03%	30

Other funds holding CAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Myriad Asset Management US's CAT Position: Q2 2026 in Review

Myriad Asset Management US reduced its Caterpillar (CAT) stake by 20% in Q2 2026, selling an estimated $177K and leaving 806 shares worth $858K. The position accounts for 1.19% of the portfolio, ranked #21.

Myriad Asset Management US first reported a position in CAT in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.54M in Q4 2024. 819 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Myriad Asset Management US held 806 shares of Caterpillar worth $858K as of Q2 2026.
Myriad Asset Management US sold 202 Caterpillar shares in Q2 2026, an estimated $177K.
Caterpillar made up 1.19% of Myriad Asset Management US's portfolio in Q2 2026, its #21 holding.
Myriad Asset Management US first reported a position in Caterpillar in Q4 2024 and has held it in 5 quarters since.
Myriad Asset Management US's Caterpillar position peaked at $1.54M in Q4 2024.
819 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Myriad Asset Management US's 13F filing for Q2 2026, filed 20 Jul 2026.