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Trust Investment Advisors’s Caterpillar CAT Stock Holding History

Trust Investment Advisors’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 		$6.35M Sell
5,966
-21
-0.4% -$18.4K 3.03% 9
2026
Q1 		$4.24M Sell
5,987
-752
-11% -$521K 2.48% 8
2025
Q4 		$3.86M Buy
6,739
+274
+4% +$152K 2.06% 8
2025
Q3 		$3.08M Buy
6,465
+43
+0.7% +$18.4K 1.73% 8
2025
Q2 		$2.49M Sell
6,422
-345
-5% -$115K 1.51% 12
2025
Q1 		$2.23M Sell
6,767
-454
-6% -$162K 1.44% 11
2024
Q4 		$2.62M Buy
7,221
+529
+8% +$205K 1.67% 8
2024
Q3 		$2.62M Sell
6,692
-557
-8% -$192K 1.67% 7
2024
Q2 		$2.41M Sell
7,249
-438
-6% -$152K 1.54% 11
2024
Q1 		$2.82M Sell
7,687
-48
-0.6% -$15.3K 2.03% 7
2023
Q4 		$2.29M Buy
7,735
+12
+0.2% +$3.11K 1.78% 7
2023
Q3 		$2.11M Sell
7,723
-366
-5% -$99.3K 1.81% 6
2023
Q2 		$1.99M Sell
8,089
-68
-0.8% -$15.2K 1.61% 9
2023
Q1 		$1.87M Sell
8,157
-250
-3% -$60.4K 1.67% 8
2022
Q4 		$2.01M Buy
8,407
+296
+4% +$64.4K 1.9% 7
2022
Q3 		$1.33M Sell
8,111
-42
-0.5% -$7.67K 1.39% 16
2022
Q2 		$1.46M Sell
8,153
-392
-5% -$82.6K 1.4% 14
2022
Q1 		$1.9M Buy
8,545
+88
+1% +$18.5K 1.55% 10
2021
Q4 		$1.75M Buy
8,457
+329
+4% +$66.2K 1.38% 17
2021
Q3 		$1.56M Sell
8,128
-657
-7% -$137K 1.39% 17
2021
Q2 		$1.91M Sell
8,785
-34
-0.4% -$7.85K 1.69% 11
2021
Q1 		$2.04M Sell
8,819
-561
-6% -$116K 2.01% 8
2020
Q4 		$1.71M Sell
9,380
-89
-0.9% -$15.1K 1.73% 11
2020
Q3 		$1.41M Buy
9,469
+99
+1% +$13.9K 1.64% 15
2020
Q2 		$1.19M Sell
9,370
-125
-1% -$14.8K 1.52% 16
2020
Q1 		$1.1M Sell
9,495
-15
-0.2% -$1.92K 1.82% 14
2019
Q4 		$1.4M Hold
9,510
– – 1.75% 15
2019
Q3 		$1.2M Sell
9,510
-450
-5% -$57.2K 1.55% 20
2019
Q2 		$1.36M Sell
9,960
-1,120
-10% -$148K 1.71% 13
2019
Q1 		$1.5M Sell
11,080
-1,000
-8% -$133K 1.77% 11
2018
Q4 		$1.53M Sell
12,080
-150
-1% -$19.5K 1.94% 9
2018
Q3 		$1.86M Buy
12,230
+50
+0.4% +$7.07K 1.92% 7
2018
Q2 		$1.65M Sell
12,180
-200
-2% -$29.9K 1.82% 10
2018
Q1 		$1.82M Sell
12,380
-750
-6% -$118K 2.1% 6
2017
Q4 		$2.07M Sell
13,130
-400
-3% -$55.5K 2.29% 6
2017
Q3 		$1.69M Sell
13,530
-2,200
-14% -$253K 1.91% 6
2017
Q2 		$1.69M Sell
15,730
-350
-2% -$35.6K 1.82% 8
2017
Q1 		$1.49M Buy
16,080
+50
+0.3% +$4.73K 1.6% 14
2016
Q4 		$1.49M Buy
16,030
+30
+0.2% +$2.72K 1.69% 17
2016
Q3 		$1.42M Sell
16,000
-400
-2% -$32.7K 1.61% 12
2016
Q2 		$1.24M Buy
16,400
+275
+2% +$20.6K 1.46% 20
2016
Q1 		$1.23M Buy
16,125
+845
+6% +$56.7K 1.39% 21
2015
Q4 		$1.04M Buy
+15,280
New +$1.07M 1.25% 33
2015
Q2 		– Sell
-5,235
Closed -$419K – 100
2015
Q1 		$419K Buy
5,235
+1,300
+33% +$108K 0.42% 87
2014
Q4 		$360K Sell
3,935
-1,050
-21% -$102K 0.37% 89
2014
Q3 		$494K Hold
4,985
– – 0.48% 79
2014
Q2 		$542K Sell
4,985
-275
-5% -$28.9K 0.52% 75
2014
Q1 		$523K Sell
5,260
-240
-4% -$22.6K 0.53% 74
2013
Q4 		$499K Buy
+5,500
New +$470K 0.51% 78

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

Trust Investment Advisors's CAT Position: Q2 2026 in Review

Trust Investment Advisors reduced its Caterpillar (CAT) stake by 0.35% in Q2 2026, selling an estimated $18.4K and leaving 5,966 shares worth $6.35M. The position accounts for 3.03% of the portfolio, ranked #9.

Trust Investment Advisors first reported a position in CAT in Q4 2013 and has held it in 49 quarters since. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Trust Investment Advisors held 5,966 shares of Caterpillar worth $6.35M as of Q2 2026.
  • Trust Investment Advisors sold 21 Caterpillar shares in Q2 2026, an estimated $18.4K.
  • Caterpillar made up 3.03% of Trust Investment Advisors's portfolio in Q2 2026, its #9 holding.
  • Trust Investment Advisors first reported a position in Caterpillar in Q4 2013 and has held it in 49 quarters since.
  • 1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Trust Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.