Princeton Global Asset Management’s Caterpillar CAT Stock Holding History

Princeton Global Asset Management’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	$576K	Sell	541 -98	-15%	-$86.1K	0.08%	129
2026 Q1	$453K	Buy	639 +2	+0.3%	+$1.39K	0.07%	141
2025 Q4	$365K	Buy	637 +78	+14%	+$43.4K	0.06%	151
2025 Q3	$267K	Hold	559	–	–	0.04%	174
2025 Q2	$217K	Buy	559 +139	+33%	+$46.3K	0.04%	184
2025 Q1	$139K	Sell	420 -135	-24%	-$48.1K	0.03%	206
2024 Q4	$201K	Hold	555	–	–	0.04%	190
2024 Q3	$217K	Hold	555	–	–	0.04%	181
2024 Q2	$185K	Hold	555	–	–	0.04%	173
2024 Q1	$203K	Sell	555 -3,681	-87%	-$1.18M	0.05%	158
2023 Q4	$1.25M	Buy	4,236 +51	+1%	+$13.2K	0.31%	74
2023 Q3	$1.14M	Sell	4,185 -200	-5%	-$54.3K	0.32%	76
2023 Q2	$1.08M	Sell	4,385 -30	-0.7%	-$6.69K	0.32%	75
2023 Q1	$1.01M	Sell	4,415 -170	-4%	-$41.1K	0.29%	78
2022 Q4	$1.1M	Sell	4,585 -230	-5%	-$50.1K	0.36%	72
2022 Q3	$790K	Sell	4,815 -135	-3%	-$24.7K	0.28%	82
2022 Q2	$885K	Sell	4,950 -360	-7%	-$75.9K	0.29%	81
2022 Q1	$1.18M	Sell	5,310 -525	-9%	-$110K	0.33%	81
2021 Q4	$1.21M	Buy	5,835 +4,100	+236%	+$826K	0.34%	84
2021 Q3	$333K	Sell	1,735 -400	-19%	-$83.3K	0.1%	145
2021 Q2	$465K	Sell	2,135 -5,214	-71%	-$1.2M	0.14%	123
2021 Q1	$1.7M	Buy	7,349 +1,199	+19%	+$248K	0.55%	58
2020 Q4	$1.12M	Buy	6,150 +200	+3%	+$33.9K	0.39%	68
2020 Q3	$887K	Sell	5,950 -427	-7%	-$60K	0.36%	80
2020 Q2	$806K	Buy	6,377 +5,195	+440%	+$616K	0.25%	112
2020 Q1	$137K	Sell	1,182 -202	-15%	-$25.8K	0.06%	173
2019 Q4	$204	Buy	1,384 +327	+31%	+$45.6K	0.08%	152
2019 Q3	$130K	Hold	1,057	–	–	0.07%	159
2019 Q2	$144K	Sell	1,057 -453	-30%	-$59.9K	0.09%	156
2019 Q1	$204K	Buy	+1,510	New	+$201K	0.14%	135

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

ORIO

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

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Princeton Global Asset Management's CAT Position: Q2 2026 in Review

Princeton Global Asset Management reduced its Caterpillar (CAT) stake by 15% in Q2 2026, selling an estimated $86.1K and leaving 541 shares worth $576K. The position accounts for 0.08% of the portfolio, ranked #129.

Princeton Global Asset Management first reported a position in CAT in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.7M in Q1 2021. 736 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Princeton Global Asset Management held 541 shares of Caterpillar worth $576K as of Q2 2026.
Princeton Global Asset Management sold 98 Caterpillar shares in Q2 2026, an estimated $86.1K.
Caterpillar made up 0.08% of Princeton Global Asset Management's portfolio in Q2 2026, its #129 holding.
Princeton Global Asset Management first reported a position in Caterpillar in Q1 2019 and has held it in 30 quarters since.
Princeton Global Asset Management's Caterpillar position peaked at $1.7M in Q1 2021.
736 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.