Savant Capital’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Hold
0
-$1.2M 1141
2024
Q4
Hold
0
588
2024
Q3
Hold
0
560
2024
Q2
Hold
0
541

Other funds holding CAT

Savant Capital's CAT Position: Q2 2026 in Review

Savant Capital increased its Caterpillar (CAT) stake by 1.7% in Q2 2026, buying an estimated $718K and bringing the position to 49,781 shares worth $52.8M. The position accounts for 0.16% of the portfolio, ranked #94.

Savant Capital first reported a position in CAT in Q2 2013 and has held it in 53 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Savant Capital held 49,781 shares of Caterpillar worth $52.8M as of Q2 2026.
  • Savant Capital bought 817 Caterpillar shares in Q2 2026, an estimated $718K.
  • Caterpillar made up 0.16% of Savant Capital's portfolio in Q2 2026, its #94 holding.
  • Savant Capital first reported a position in Caterpillar in Q2 2013 and has held it in 53 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.