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 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 $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

Spring Capital Management's CAT Position: Q2 2026 in Review

Spring Capital Management held its Caterpillar (CAT) position steady in Q2 2026 at 1,120 shares worth $1.19M. The position accounts for 0.58% of the portfolio, ranked #33.

Spring Capital Management first reported a position in CAT in Q4 2021 and has held it in 18 quarters since. 1,323 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Spring Capital Management held 1,120 shares of Caterpillar worth $1.19M as of Q2 2026.
Spring Capital Management left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.58% of Spring Capital Management's portfolio in Q2 2026, its #33 holding.
Spring Capital Management first reported a position in Caterpillar in Q4 2021 and has held it in 18 quarters since.
1,323 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Spring Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.