Saybrook Capital’s Caterpillar CAT Stock Holding History

Saybrook 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	$2.13M	Hold	2,000	–	–	0.53%	24
2026 Q1	$1.42M	Hold	2,000	–	–	0.38%	25
2025 Q4	$1.15M	Hold	2,000	–	–	0.29%	26
2025 Q3	$954K	Hold	2,000	–	–	0.25%	27
2025 Q2	$776K	Hold	2,000	–	–	0.22%	29
2025 Q1	$660K	Hold	2,000	–	–	0.18%	32
2024 Q4	$726K	Hold	2,000	–	–	0.19%	34
2024 Q3	$782K	Hold	2,000	–	–	0.22%	29
2024 Q2	$666K	Sell	2,000 -2,000	-50%	-$693K	0.19%	33
2024 Q1	$1.47M	Hold	4,000	–	–	0.39%	25
2023 Q4	$1.18M	Hold	4,000	–	–	0.33%	25
2023 Q3	$1.09M	Hold	4,000	–	–	0.33%	26
2023 Q2	$984K	Hold	4,000	–	–	0.29%	27
2023 Q1	$915K	Hold	4,000	–	–	0.29%	29
2022 Q4	$958K	Hold	4,000	–	–	0.32%	29
2022 Q3	$656K	Hold	4,000	–	–	0.23%	32
2022 Q2	$715K	Hold	4,000	–	–	0.23%	33
2022 Q1	$891K	Sell	4,000 -300	-7%	-$62.9K	0.24%	33
2021 Q4	$889K	Buy	4,300 +100	+2%	+$20.1K	0.22%	33
2021 Q3	$806K	Buy	4,200 +200	+5%	+$41.7K	0.22%	32
2021 Q2	$871K	Hold	4,000	–	–	0.24%	32
2021 Q1	$927K	Hold	4,000	–	–	0.28%	31
2020 Q4	$728K	Hold	4,000	–	–	0.23%	32
2020 Q3	$597K	Hold	4,000	–	–	0.21%	33
2020 Q2	$506K	Hold	4,000	–	–	0.2%	34
2020 Q1	$464K	Hold	4,000	–	–	0.21%	35
2019 Q4	$591K	Hold	4,000	–	–	0.23%	35
2019 Q3	$505K	Hold	4,000	–	–	0.21%	36
2019 Q2	$545K	Hold	4,000	–	–	0.23%	34
2019 Q1	$542K	Hold	4,000	–	–	0.23%	36
2018 Q4	$508K	Hold	4,000	–	–	0.24%	37
2018 Q3	$610K	Hold	4,000	–	–	0.26%	37
2018 Q2	$543K	Hold	4,000	–	–	0.25%	37
2018 Q1	$590K	Hold	4,000	–	–	0.28%	37
2017 Q4	$630K	Hold	4,000	–	–	0.29%	39
2017 Q3	$499K	Hold	4,000	–	–	0.25%	40
2017 Q2	$430K	Hold	4,000	–	–	0.22%	41
2017 Q1	$371K	Hold	4,000	–	–	0.2%	41
2016 Q4	$371K	Hold	4,000	–	–	0.24%	40
2016 Q3	$355K	Hold	4,000	–	–	0.23%	39
2016 Q2	$303K	Hold	4,000	–	–	0.2%	44
2016 Q1	$306K	Sell	4,000 -7,325	-65%	-$491K	0.19%	45
2015 Q4	$770K	Sell	11,325 -1,500	-12%	-$105K	0.49%	34
2015 Q3	$838K	Hold	12,825	–	–	0.56%	31
2015 Q2	$1.09M	Hold	12,825	–	–	0.69%	29
2015 Q1	$1.03M	Sell	12,825 -10,650	-45%	-$885K	0.68%	29
2014 Q4	$2.15M	Hold	23,475	–	–	1.25%	26
2014 Q3	$2.33M	Sell	23,475 -150	-0.6%	-$15.9K	1.41%	26
2014 Q2	$2.57M	Sell	23,625 -6,675	-22%	-$701K	1.54%	25
2014 Q1	$3.01M	Sell	30,300 -6,950	-19%	-$655K	1.91%	25
2013 Q4	$3.38M	Buy	37,250 +290	+0.8%	+$24.8K	2.14%	22
2013 Q3	$3.08M	Buy	36,960 +2,930	+9%	+$248K	2.24%	22
2013 Q2	$2.81M	Buy	+34,030	New	+$2.89M	2.03%	23

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Saybrook Capital's CAT Position: Q2 2026 in Review

Saybrook Capital held its Caterpillar (CAT) position steady in Q2 2026 at 2,000 shares worth $2.13M. The position accounts for 0.53% of the portfolio, ranked #24.

Saybrook Capital first reported a position in CAT in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.38M in Q4 2013. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Saybrook Capital held 2,000 shares of Caterpillar worth $2.13M as of Q2 2026.
Saybrook Capital left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.53% of Saybrook Capital's portfolio in Q2 2026, its #24 holding.
Saybrook Capital first reported a position in Caterpillar in Q2 2013 and has held it in 53 quarters since.
Saybrook Capital's Caterpillar position peaked at $3.38M in Q4 2013.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Saybrook Capital's 13F filing for Q2 2026, filed 31 Jul 2026.