Spring Capital Management’s Caterpillar CAT Stock Holding History

Spring Capital Management’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 Q3	$908K	Hold	1,120	–	–	0.44%	35
2026 Q2	$1.19M	Hold	1,120	–	–	0.58%	33
2026 Q1	$793K	Hold	1,120	–	–	0.4%	37
2025 Q4	$642K	Hold	1,120	–	–	0.32%	36
2025 Q3	$534K	Hold	1,120	–	–	0.26%	38
2025 Q2	$435K	Hold	1,120	–	–	0.23%	40
2025 Q1	$369K	Hold	1,120	–	–	0.2%	41
2024 Q4	$406K	Hold	1,120	–	–	0.24%	33
2024 Q3	$306K	Hold	1,120	–	–	0.25%	26
2024 Q2	$276K	Hold	1,120	–	–	0.22%	27
2024 Q1	$410K	Hold	1,120	–	–	0.31%	27
2023 Q4	$331K	Hold	1,120	–	–	0.26%	28
2023 Q3	$306K	Hold	1,120	–	–	0.26%	28
2023 Q2	$276K	Hold	1,120	–	–	0.22%	28
2023 Q1	$256K	Hold	1,120	–	–	0.21%	29
2022 Q4	$268K	Buy	+1,120	New	+$244K	0.23%	28
2022 Q3	–	Sell	-1,120	Closed	-$200K	–	29
2022 Q2	$200K	Hold	1,120	–	–	0.18%	28
2022 Q1	$250K	Hold	1,120	–	–	0.2%	27
2021 Q4	$232K	Buy	+1,120	New	+$226K	0.18%	29

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Spring Capital Management's CAT Position: Q3 2026 in Review

Spring Capital Management held its Caterpillar (CAT) position steady in Q3 2026 at 1,120 shares worth $908K. The position accounts for 0.44% of the portfolio, ranked #35.

Spring Capital Management first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.19M in Q2 2026. 1,272 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Spring Capital Management held 1,120 shares of Caterpillar worth $908K as of Q3 2026.
Spring Capital Management left its Caterpillar share count unchanged in Q3 2026.
Caterpillar made up 0.44% of Spring Capital Management's portfolio in Q3 2026, its #35 holding.
Spring Capital Management first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
Spring Capital Management's Caterpillar position peaked at $1.19M in Q2 2026.
1,272 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Spring Capital Management's 13F filing for Q3 2026, filed 9 Oct 2026.