Triumph Capital Management
CAT icon

Triumph Capital Management’s Caterpillar CAT Stock Holding History

Triumph 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
Q3 		$225K Buy
278
+25
+10% +$21.2K 0.04% 351
2026
Q2 		$269K Sell
253
-3
-1% -$2.64K 0.05% 321
2026
Q1 		$181K Sell
256
-35
-12% -$24.2K 0.04% 349
2025
Q4 		$167K Buy
+291
New +$162K 0.04% 335
2024
Q1 		– Sell
-864
Closed -$256K – 229
2023
Q4 		$256K Buy
+864
New +$224K 0.11% 169

Other funds holding CAT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Triumph Capital Management's CAT Position: Q3 2026 in Review

Triumph Capital Management increased its Caterpillar (CAT) stake by 9.9% in Q3 2026, buying an estimated $21.2K and bringing the position to 278 shares worth $225K. The position accounts for 0.04% of the portfolio, ranked #351.

Triumph Capital Management first reported a position in CAT in Q4 2023 and has held it in 5 quarters since. The position peaked at $269K in Q2 2026. 2,734 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Triumph Capital Management held 278 shares of Caterpillar worth $225K as of Q3 2026.
  • Triumph Capital Management bought 25 Caterpillar shares in Q3 2026, an estimated $21.2K.
  • Caterpillar made up 0.04% of Triumph Capital Management's portfolio in Q3 2026, its #351 holding.
  • Triumph Capital Management first reported a position in Caterpillar in Q4 2023 and has held it in 5 quarters since.
  • Triumph Capital Management's Caterpillar position peaked at $269K in Q2 2026.
  • 2,734 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.