Titleist Asset Management’s Caterpillar CAT Stock Holding History

Titleist Asset 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	$2.8M	Sell	2,628 -103	-4%	-$90.5K	0.19%	109
2026 Q1	$1.93M	Sell	2,731 -716	-21%	-$496K	0.15%	122
2025 Q4	$1.97M	Buy	3,447 +487	+16%	+$271K	0.16%	113
2025 Q3	$1.41M	Buy	2,960 +235	+9%	+$100K	0.12%	123
2025 Q2	$1.06M	Sell	2,725 -7	-0.3%	-$2.33K	0.1%	134
2025 Q1	$901K	Sell	2,732 -330	-11%	-$118K	0.1%	134
2024 Q4	$1.11M	Buy	3,062 +511	+20%	+$198K	0.13%	122
2024 Q3	$998K	Sell	2,551 -26	-1%	-$8.98K	0.14%	111
2024 Q2	$858K	Buy	2,577 +13	+0.5%	+$4.51K	0.13%	115
2024 Q1	$940K	Sell	2,564 -751	-23%	-$240K	0.16%	105
2023 Q4	$980K	Sell	3,315 -31	-0.9%	-$8.04K	0.18%	98
2023 Q3	$914K	Sell	3,346 -172	-5%	-$46.7K	0.19%	98
2023 Q2	$866K	Sell	3,518 -2,633	-43%	-$587K	0.17%	104
2023 Q1	$1.41M	Buy	+6,151	New	+$1.49M	0.3%	72

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

Titleist Asset Management's CAT Position: Q2 2026 in Review

Titleist Asset Management reduced its Caterpillar (CAT) stake by 3.8% in Q2 2026, selling an estimated $90.5K and leaving 2,628 shares worth $2.8M. The position accounts for 0.19% of the portfolio, ranked #109.

Titleist Asset Management first reported a position in CAT in Q1 2023 and has held it in 14 quarters since. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Titleist Asset Management held 2,628 shares of Caterpillar worth $2.8M as of Q2 2026.
Titleist Asset Management sold 103 Caterpillar shares in Q2 2026, an estimated $90.5K.
Caterpillar made up 0.19% of Titleist Asset Management's portfolio in Q2 2026, its #109 holding.
Titleist Asset Management first reported a position in Caterpillar in Q1 2023 and has held it in 14 quarters since.
1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Titleist Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.