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 Q2	$269K	Sell	253 -3	-1%	-$2.63K	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

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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

Triumph Capital Management reduced its Caterpillar (CAT) stake by 1.2% in Q2 2026, selling an estimated $2.63K and leaving 253 shares worth $269K. The position accounts for 0.05% of the portfolio, ranked #321.

Triumph Capital Management first reported a position in CAT in Q4 2023 and has held it in 4 quarters since. 976 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Triumph Capital Management held 253 shares of Caterpillar worth $269K as of Q2 2026.
Triumph Capital Management sold 3 Caterpillar shares in Q2 2026, an estimated $2.63K.
Caterpillar made up 0.05% of Triumph Capital Management's portfolio in Q2 2026, its #321 holding.
Triumph Capital Management first reported a position in Caterpillar in Q4 2023 and has held it in 4 quarters since.
976 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.