RCYC
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Richard C. Young & Co’s Caterpillar CAT Stock Holding History

Richard C. Young & Co’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 		$52.7M Sell
49,495
-1,020
-2% -$896K 3.88% 3
2026
Q1 		$35.8M Sell
50,515
-292
-0.6% -$202K 2.96% 6
2025
Q4 		$29.1M Sell
50,807
-1,004
-2% -$558K 2.61% 8
2025
Q3 		$24.7M Sell
51,811
-1,221
-2% -$521K 2.3% 9
2025
Q2 		$20.6M Sell
53,032
-1,535
-3% -$512K 2.03% 15
2025
Q1 		$18M Sell
54,567
-1,188
-2% -$423K 1.93% 13
2024
Q4 		$20.2M Sell
55,755
-1,036
-2% -$402K 2.2% 8
2024
Q3 		$22.2M Buy
56,791
+232
+0.4% +$80.1K 2.43% 7
2024
Q2 		$18.8M Buy
56,559
+195
+0.3% +$67.6K 2.29% 11
2024
Q1 		$20.7M Sell
56,364
-694
-1% -$222K 2.59% 5
2023
Q4 		$16.9M Buy
57,058
+1,537
+3% +$399K 2.26% 11
2023
Q3 		$15.2M Buy
55,521
+373
+0.7% +$101K 2.16% 14
2023
Q2 		$13.6M Buy
55,148
+1,309
+2% +$292K 1.86% 25
2023
Q1 		$12.3M Buy
53,839
+292
+0.5% +$70.6K 1.7% 28
2022
Q4 		$12.8M Buy
53,547
+457
+0.9% +$99.5K 1.71% 23
2022
Q3 		$8.71M Buy
53,090
+877
+2% +$160K 1.33% 36
2022
Q2 		$9.33M Buy
52,213
+2,025
+4% +$427K 1.21% 37
2022
Q1 		$11.2M Buy
50,188
+1,615
+3% +$339K 1.43% 32
2021
Q4 		$10M Buy
48,573
+237
+0.5% +$47.7K 1.27% 36
2021
Q3 		$9.28M Buy
48,336
+297
+0.6% +$61.9K 1.27% 37
2021
Q2 		$10.5M Buy
48,039
+1,994
+4% +$461K 1.33% 33
2021
Q1 		$10.7M Buy
46,045
+2,681
+6% +$555K 1.42% 32
2020
Q4 		$7.89M Buy
43,364
+2,095
+5% +$355K 1.2% 36
2020
Q3 		$6.16M Buy
41,269
+2,352
+6% +$330K 0.99% 40
2020
Q2 		$4.92M Buy
38,917
+34,048
+699% +$4.04M 0.82% 49
2020
Q1 		$565K Buy
+4,869
New +$622K 0.11% 71

Other funds holding CAT

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
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Richard C. Young & Co's CAT Position: Q2 2026 in Review

Richard C. Young & Co reduced its Caterpillar (CAT) stake by 2% in Q2 2026, selling an estimated $896K and leaving 49,495 shares worth $52.7M. The position accounts for 3.88% of the portfolio, ranked #3.

Richard C. Young & Co first reported a position in CAT in Q1 2020 and has held it in 26 quarters since. 1,642 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Richard C. Young & Co held 49,495 shares of Caterpillar worth $52.7M as of Q2 2026.
  • Richard C. Young & Co sold 1,020 Caterpillar shares in Q2 2026, an estimated $896K.
  • Caterpillar made up 3.88% of Richard C. Young & Co's portfolio in Q2 2026, its #3 holding.
  • Richard C. Young & Co first reported a position in Caterpillar in Q1 2020 and has held it in 26 quarters since.
  • 1,642 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Richard C. Young & Co's 13F filing for Q2 2026, filed 28 Jul 2026.