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Regency Capital Management’s Caterpillar CAT Stock Holding History

Regency Capital 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 		$208K Buy
+195
New +$171K 0.08% 62
2025
Q2 		– Sell
-11,757
Closed -$3.88M – 59
2025
Q1 		$3.88M Buy
11,757
+101
+0.9% +$36K 2.32% 19
2024
Q4 		$4.23M Buy
11,656
+504
+5% +$195K 2.29% 20
2024
Q3 		$4.36M Buy
11,152
+156
+1% +$53.9K 2.4% 20
2024
Q2 		$3.66M Buy
10,996
+825
+8% +$286K 2.36% 18
2024
Q1 		$3.73M Sell
10,171
-935
-8% -$299K 2.37% 19
2023
Q4 		$3.28M Sell
11,106
-769
-6% -$199K 2.21% 21
2023
Q3 		$3.24M Buy
11,875
+788
+7% +$214K 2.75% 15
2023
Q2 		$2.73M Buy
+11,087
New +$2.47M 2.37% 13
2022
Q1 		– Sell
-43
Closed -$9K – 110
2021
Q4 		$9K Buy
+43
New +$8.66K 0.01% 103
2021
Q2 		– Sell
-4,165
Closed -$966K – 136
2021
Q1 		$966K Buy
+4,165
New +$862K 1.02% 41

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Regency Capital Management's CAT Position: Q2 2026 in Review

Regency Capital Management opened a new position in Caterpillar (CAT) in Q2 2026: 195 shares worth $208K. The stake represents 0.08% of the portfolio and ranks #62 among its holdings. This is a return to the name: Regency Capital Management previously reported a position in CAT as recently as Q1 2025.

Regency Capital Management first reported a position in CAT in Q1 2021 and has held it in 11 quarters since. The position peaked at $4.36M in Q3 2024. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Regency Capital Management held 195 shares of Caterpillar worth $208K as of Q2 2026.
  • Caterpillar was a new Regency Capital Management position in Q2 2026.
  • Caterpillar made up 0.08% of Regency Capital Management's portfolio in Q2 2026, its #62 holding.
  • Regency Capital Management first reported a position in Caterpillar in Q1 2021 and has held it in 11 quarters since.
  • Regency Capital Management's Caterpillar position peaked at $4.36M in Q3 2024.
  • 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Regency Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.