Smith Thornton Advisors’s Caterpillar CAT Stock Holding History

Smith Thornton Advisors’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	$1.01M	Buy	1,080 +184	+21%	+$162K	0.44%	54
2026 Q1	$635K	Hold	896	–	–	0.32%	71
2025 Q4	$513K	Hold	896	–	–	0.26%	79
2025 Q3	$428K	Hold	896	–	–	0.22%	89
2025 Q2	$348K	Hold	896	–	–	0.2%	104
2025 Q1	$296K	Hold	896	–	–	0.18%	110
2024 Q4	$325K	Buy	896 +299	+50%	+$116K	0.21%	107
2024 Q3	$233K	Buy	+597	New	+$206K	0.15%	123

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Smith Thornton Advisors's CAT Position: Q2 2026 in Review

Smith Thornton Advisors increased its Caterpillar (CAT) stake by 21% in Q2 2026, buying an estimated $162K and bringing the position to 1,080 shares worth $1.01M. The position accounts for 0.44% of the portfolio, ranked #54.

Smith Thornton Advisors first reported a position in CAT in Q3 2024 and has held it in 8 quarters since. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Smith Thornton Advisors held 1,080 shares of Caterpillar worth $1.01M as of Q2 2026.
Smith Thornton Advisors bought 184 Caterpillar shares in Q2 2026, an estimated $162K.
Caterpillar made up 0.44% of Smith Thornton Advisors's portfolio in Q2 2026, its #54 holding.
Smith Thornton Advisors first reported a position in Caterpillar in Q3 2024 and has held it in 8 quarters since.
1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Smith Thornton Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.