TCM
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Traynor Capital Management’s Caterpillar CAT Stock Holding History

Traynor 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 		$22.5M Buy
21,130
+6,165
+41% +$5.42M 1.03% 19
2026
Q1 		$9.99M Buy
14,965
+1,258
+9% +$871K 0.59% 32
2025
Q4 		$7.85M Buy
13,707
+430
+3% +$239K 0.42% 44
2025
Q3 		$6.34M Buy
13,277
+782
+6% +$334K 0.36% 45
2025
Q2 		$4.88M Sell
12,495
-628
-5% -$209K 0.35% 43
2025
Q1 		$4.33M Sell
13,123
-137
-1% -$48.8K 0.36% 45
2024
Q4 		$4.81M Buy
13,260
+1,989
+18% +$771K 0.32% 48
2024
Q3 		$4.41M Buy
11,271
+482
+4% +$166K 0.26% 53
2024
Q2 		$3.59M Buy
10,789
+134
+1% +$46.5K 0.27% 56
2024
Q1 		$3.9M Buy
10,655
+97
+0.9% +$31K 0.34% 48
2023
Q4 		$3.12M Buy
10,558
+479
+5% +$124K 0.32% 51
2023
Q3 		$2.75M Sell
10,079
-165
-2% -$44.8K 0.34% 51
2023
Q2 		$2.52M Buy
10,244
+230
+2% +$51.3K 0.31% 52
2023
Q1 		$2.29M Sell
10,014
-69
-0.7% -$16.7K 0.33% 51
2022
Q4 		$2.42M Sell
10,083
-437
-4% -$95.1K 0.34% 50
2022
Q3 		$1.73M Sell
10,520
-1,249
-11% -$228K 0.31% 50
2022
Q2 		$2.1M Sell
11,769
-551
-4% -$116K 0.36% 50
2022
Q1 		$2.75M Buy
12,320
+982
+9% +$206K 0.36% 49
2021
Q4 		$2.34M Buy
11,338
+1,761
+18% +$355K 0.28% 58
2021
Q3 		$1.84M Buy
+9,577
New +$1.99M 0.25% 64
2020
Q1 		– Sell
-1,488
Closed -$219K – 138
2019
Q4 		$219K Buy
+1,488
New +$208K 0.06% 147
2019
Q3 		– Sell
-1,561
Closed -$213K – 166
2019
Q2 		$213K Sell
1,561
-173
-10% -$22.9K 0.07% 154
2019
Q1 		$234K Sell
1,734
-73
-4% -$9.7K 0.08% 135
2018
Q4 		$229K Buy
1,807
+4
+0.2% +$520 0.1% 127
2018
Q3 		$275K Buy
1,803
+16
+0.9% +$2.26K 0.09% 141
2018
Q2 		$243K Buy
1,787
+2
+0.1% +$299 0.09% 146
2018
Q1 		$263K Buy
1,785
+51
+3% +$8.05K 0.11% 130
2017
Q4 		$273K Sell
1,734
-110
-6% -$15.3K 0.12% 127
2017
Q3 		$231K Sell
1,844
-709
-28% -$81.7K 0.11% 136
2017
Q2 		$292K Buy
+2,553
New +$259K 0.14% 123
2017
Q1 		– Sell
-2,315
Closed -$224K – 157
2016
Q4 		$224K Sell
2,315
-129
-5% -$11.7K 0.15% 106
2016
Q3 		$215K Sell
2,444
-311
-11% -$25.4K 0.15% 111
2016
Q2 		$204K Sell
2,755
-484
-15% -$36.3K 0.16% 111
2016
Q1 		$247K Buy
+3,239
New +$217K 0.2% 96
2015
Q2 		– Sell
-2,599
Closed -$208K – 144
2015
Q1 		$208K Sell
2,599
-1,677
-39% -$139K 0.2% 106
2014
Q4 		$391K Buy
+4,276
New +$416K 0.45% 55

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
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
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

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

Traynor Capital Management increased its Caterpillar (CAT) stake by 41% in Q2 2026, buying an estimated $5.42M and bringing the position to 21,130 shares worth $22.5M. The position accounts for 1.03% of the portfolio, ranked #19.

Traynor Capital Management first reported a position in CAT in Q4 2014 and has held it in 36 quarters since. 1,324 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Traynor Capital Management held 21,130 shares of Caterpillar worth $22.5M as of Q2 2026.
  • Traynor Capital Management bought 6,165 Caterpillar shares in Q2 2026, an estimated $5.42M.
  • Caterpillar made up 1.03% of Traynor Capital Management's portfolio in Q2 2026, its #19 holding.
  • Traynor Capital Management first reported a position in Caterpillar in Q4 2014 and has held it in 36 quarters since.
  • 1,324 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Traynor Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.