OC
CAT icon

Opinicus Capital’s Caterpillar CAT Stock Holding History

Opinicus Capital’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 		$2.08M Sell
1,953
-35
-2% -$30.7K 1.11% 28
2026
Q1 		$1.41M Buy
1,988
+84
+4% +$58.2K 0.99% 32
2025
Q4 		$1.09M Buy
1,904
+19
+1% +$10.6K 0.76% 38
2025
Q3 		$900K Buy
1,885
+222
+13% +$94.8K 0.62% 48
2025
Q2 		$645K Buy
1,663
+1,030
+163% +$343K 0.49% 60
2025
Q1 		$209K Sell
633
-14
-2% -$4.99K 0.18% 94
2024
Q4 		$235K Sell
647
-12
-2% -$4.65K 0.2% 88
2024
Q3 		$258K Sell
659
-12
-2% -$4.14K 0.21% 93
2024
Q2 		$224K Sell
671
-10
-1% -$3.47K 0.19% 91
2024
Q1 		$250K Buy
+681
New +$218K 0.22% 91

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Asset Management One
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Opinicus Capital's CAT Position: Q2 2026 in Review

Opinicus Capital reduced its Caterpillar (CAT) stake by 1.8% in Q2 2026, selling an estimated $30.7K and leaving 1,953 shares worth $2.08M. The position accounts for 1.11% of the portfolio, ranked #28.

Opinicus Capital first reported a position in CAT in Q1 2024 and has held it in 10 quarters since. 1,873 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Opinicus Capital held 1,953 shares of Caterpillar worth $2.08M as of Q2 2026.
  • Opinicus Capital sold 35 Caterpillar shares in Q2 2026, an estimated $30.7K.
  • Caterpillar made up 1.11% of Opinicus Capital's portfolio in Q2 2026, its #28 holding.
  • Opinicus Capital first reported a position in Caterpillar in Q1 2024 and has held it in 10 quarters since.
  • 1,873 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Opinicus Capital's 13F filing for Q2 2026, filed 27 Jul 2026.