Truist Financial’s Caterpillar CAT Stock Holding History

Truist Financial’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
2020 Q4	–	Sell	-3,500	Closed	-$522K	–	2555
2020 Q3	$522K	Buy	+3,500	New	+$492K	﹤0.01%	1707

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Truist Financial's CAT Position: Q2 2026 in Review

Truist Financial reduced its Caterpillar (CAT) stake by 12% in Q2 2026, selling an estimated $21.7M and leaving 184,451 shares worth $196M. The position accounts for 0.23% of the portfolio, ranked #81.

Truist Financial first reported a position in CAT in Q2 2013 and has held it in 53 quarters since. 4,063 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Truist Financial held 184,451 shares of Caterpillar worth $196M as of Q2 2026.
Truist Financial sold 24,712 Caterpillar shares in Q2 2026, an estimated $21.7M.
Caterpillar made up 0.23% of Truist Financial's portfolio in Q2 2026, its #81 holding.
Truist Financial first reported a position in Caterpillar in Q2 2013 and has held it in 53 quarters since.
4,063 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.