T
CAT icon

Transce3nd’s Caterpillar CAT Stock Holding History

Transce3nd’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 		$4.76K Hold
5
– – 0.04% 134
2026
Q1 		$3.54K Sell
5
-5
-50% -$3.46K 0.03% 144
2025
Q4 		$6.39K Hold
10
– – 0.05% 128
2025
Q3 		$3.73K Sell
10
-447
-98% -$191K 0.03% 115
2025
Q2 		$178K Sell
457
-36
-7% -$12K 0.08% 151
2025
Q1 		$162K Sell
493
-148
-23% -$52.7K 0.07% 159
2024
Q4 		$233K Buy
+641
New +$249K 0.08% 154

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Transce3nd's CAT Position: Q2 2026 in Review

Transce3nd held its Caterpillar (CAT) position steady in Q2 2026 at 5 shares worth $4.76K. The position accounts for 0.04% of the portfolio, ranked #134.

Transce3nd first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $233K in Q4 2024. 1,873 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Transce3nd held 5 shares of Caterpillar worth $4.76K as of Q2 2026.
  • Transce3nd left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.04% of Transce3nd's portfolio in Q2 2026, its #134 holding.
  • Transce3nd first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • Transce3nd's Caterpillar position peaked at $233K in Q4 2024.
  • 1,873 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Transce3nd's 13F filing for Q2 2026, filed 24 Jul 2026.