SA
CAT icon

Sovran Advisors’s Caterpillar CAT Stock Holding History

Sovran 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 		$2.11M Sell
2,509
-289
-10% -$254K 0.16% 153
2026
Q1 		$2.49M Sell
2,798
-47
-2% -$32.6K 0.2% 126
2025
Q4 		$1.84M Buy
2,845
+77
+3% +$42.8K 0.16% 148
2025
Q3 		$1.61M Buy
2,768
+306
+12% +$131K 0.14% 156
2025
Q2 		$971K Buy
2,462
+448
+22% +$149K 0.1% 211
2025
Q1 		$593K Sell
2,014
-69
-3% -$24.6K 0.08% 257
2024
Q4 		$774K Buy
+2,083
New +$808K 0.11% 185

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sovran Advisors's CAT Position: Q2 2026 in Review

Sovran Advisors reduced its Caterpillar (CAT) stake by 10% in Q2 2026, selling an estimated $254K and leaving 2,509 shares worth $2.11M. The position accounts for 0.16% of the portfolio, ranked #153.

Sovran Advisors first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.49M in Q1 2026. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Sovran Advisors held 2,509 shares of Caterpillar worth $2.11M as of Q2 2026.
  • Sovran Advisors sold 289 Caterpillar shares in Q2 2026, an estimated $254K.
  • Caterpillar made up 0.16% of Sovran Advisors's portfolio in Q2 2026, its #153 holding.
  • Sovran Advisors first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • Sovran Advisors's Caterpillar position peaked at $2.49M in Q1 2026.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.