SCP
CAT icon

Stamos Capital Partners’s Caterpillar CAT Stock Holding History

Stamos Capital Partners’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 		$3.3M Sell
3,098
-1,304
-30% -$1.15M 0.51% 72
2026
Q1 		$3.12M Sell
4,402
-1,337
-23% -$926K 0.49% 69
2025
Q4 		$3.29M Buy
5,739
+1,571
+38% +$873K 0.53% 57
2025
Q3 		$1.99M Sell
4,168
-3,647
-47% -$1.56M 0.38% 69
2025
Q2 		$3.03M Buy
7,815
+1,164
+18% +$388K 0.54% 60
2025
Q1 		$2.19M Sell
6,651
-959
-13% -$342K 0.57% 57
2024
Q4 		$2.76M Buy
7,610
+480
+7% +$186K 0.65% 41
2024
Q3 		$2.79M Sell
7,130
-2,220
-24% -$767K 0.66% 40
2024
Q2 		$3.11M Buy
9,350
+1,060
+13% +$368K 0.66% 35
2024
Q1 		$3.04M Sell
8,290
-9,620
-54% -$3.07M 0.69% 33
2023
Q4 		$5.3M Sell
17,910
-4,990
-22% -$1.29M 1.44% 17
2023
Q3 		$6.25M Buy
22,900
+1,490
+7% +$404K 1.39% 19
2023
Q2 		$5.27M Buy
21,410
+1,810
+9% +$404K 1.23% 22
2023
Q1 		$4.49M Buy
19,600
+4,200
+27% +$1.02M 1.16% 23
2022
Q4 		$3.69M Sell
15,400
-21,430
-58% -$4.67M 1.17% 23
2022
Q3 		$6.04M Buy
36,830
+21,630
+142% +$3.95M 1.54% 22
2022
Q2 		$2.72M Hold
15,200
– – 0.82% 32
2022
Q1 		$3.39M Buy
15,200
+10,300
+210% +$2.16M 1.13% 27
2021
Q4 		$1.01M Buy
+4,900
New +$987K 0.47% 42
2019
Q2 		– Sell
-1,500
Closed -$206K – 62
2019
Q1 		$206K Sell
1,500
-8,971
-86% -$1.19M 0.26% 58
2018
Q4 		$1.33M Buy
+10,471
New +$1.36M 1% 34

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Stamos Capital Partners's CAT Position: Q2 2026 in Review

Stamos Capital Partners reduced its Caterpillar (CAT) stake by 30% in Q2 2026, selling an estimated $1.15M and leaving 3,098 shares worth $3.3M. The position accounts for 0.51% of the portfolio, ranked #72.

Stamos Capital Partners first reported a position in CAT in Q4 2018 and has held it in 21 quarters since. The position peaked at $6.25M in Q3 2023. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Stamos Capital Partners held 3,098 shares of Caterpillar worth $3.3M as of Q2 2026.
  • Stamos Capital Partners sold 1,304 Caterpillar shares in Q2 2026, an estimated $1.15M.
  • Caterpillar made up 0.51% of Stamos Capital Partners's portfolio in Q2 2026, its #72 holding.
  • Stamos Capital Partners first reported a position in Caterpillar in Q4 2018 and has held it in 21 quarters since.
  • Stamos Capital Partners's Caterpillar position peaked at $6.25M in Q3 2023.
  • 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Stamos Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.