TCM
CAT icon

TABR Capital Management’s Caterpillar CAT Stock Holding History

TABR 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 		$446K Buy
419
+20
+5% +$17.6K 0.38% 26
2026
Q1 		$283K Sell
399
-20
-5% -$13.9K 0.26% 41
2025
Q4 		$240K Buy
+419
New +$233K 0.16% 42

Other funds holding CAT

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
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

TABR Capital Management increased its Caterpillar (CAT) stake by 5% in Q2 2026, buying an estimated $17.6K and bringing the position to 419 shares worth $446K. The position accounts for 0.38% of the portfolio, ranked #26.

TABR Capital Management first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 1,641 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • TABR Capital Management held 419 shares of Caterpillar worth $446K as of Q2 2026.
  • TABR Capital Management bought 20 Caterpillar shares in Q2 2026, an estimated $17.6K.
  • Caterpillar made up 0.38% of TABR Capital Management's portfolio in Q2 2026, its #26 holding.
  • TABR Capital Management first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 1,641 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on TABR Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.