Thurston Springer Miller Herd & Titak’s Caterpillar CAT Stock Holding History

Thurston Springer Miller Herd & Titak’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	$1.45M	Sell	1,360 -78	-5%	-$68.5K	0.53%	40
2026 Q1	$1.02M	Sell	1,438 -185	-11%	-$128K	0.42%	50
2025 Q4	$930K	Buy	+1,623	New	+$902K	0.32%	76
2025 Q3	–	Sell	-1,216	Closed	-$472K	–	659
2025 Q2	$472K	Buy	1,216 +29	+2%	+$9.67K	0.06%	252
2025 Q1	$392K	Buy	1,187 +64	+6%	+$22.8K	0.07%	222
2024 Q4	$407K	Buy	1,123 +497	+79%	+$193K	0.08%	199
2024 Q3	$245K	Buy	626 +23	+4%	+$7.94K	0.07%	266
2024 Q2	$201K	Buy	+603	New	+$209K	0.06%	302

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Cleveland, Ohio $30.4B AUM 27.51% 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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's CAT Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak reduced its Caterpillar (CAT) stake by 5.4% in Q2 2026, selling an estimated $68.5K and leaving 1,360 shares worth $1.45M. The position accounts for 0.53% of the portfolio, ranked #40.

Thurston Springer Miller Herd & Titak first reported a position in CAT in Q2 2024 and has held it in 8 quarters since. 1,602 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Thurston Springer Miller Herd & Titak held 1,360 shares of Caterpillar worth $1.45M as of Q2 2026.
Thurston Springer Miller Herd & Titak sold 78 Caterpillar shares in Q2 2026, an estimated $68.5K.
Caterpillar made up 0.53% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #40 holding.
Thurston Springer Miller Herd & Titak first reported a position in Caterpillar in Q2 2024 and has held it in 8 quarters since.
1,602 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.