SMA Capital’s Caterpillar CAT Stock Holding History

SMA 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	–	Sell	-13,375	Closed	-$9.48M	–	130
2026 Q1	$9.48M	Buy	+13,375	New	+$9.26M	4.09%	7

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

SMA Capital's CAT Position: Q2 2026 in Review

SMA Capital sold out of Caterpillar (CAT) in Q2 2026, closing a stake of 13,375 shares — an estimated $9.48M sold.

SMA Capital first reported a position in CAT in Q1 2026 and held it in 1 quarter. The position peaked at $9.48M in Q1 2026. 4,039 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

SMA Capital reported no remaining Caterpillar position as of Q2 2026 after selling out during the quarter.
SMA Capital sold 13,375 Caterpillar shares in Q2 2026, an estimated $9.48M.
SMA Capital first reported a position in Caterpillar in Q1 2026 and held it in 1 quarter.
SMA Capital's Caterpillar position peaked at $9.48M in Q1 2026.
4,039 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on SMA Capital's 13F filing for Q2 2026, filed 14 Aug 2026.