TPI
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Trust Point Inc’s Caterpillar CAT Stock Holding History

Trust Point Inc’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 		$4.77M Buy
4,478
+210
+5% +$184K 0.4% 35
2026
Q1 		$3.02M Sell
4,268
-914
-18% -$633K 0.26% 46
2025
Q4 		$2.97M Sell
5,182
-236
-4% -$131K 0.23% 41
2025
Q3 		$2.59M Sell
5,418
-22
-0.4% -$9.39K 0.21% 53
2025
Q2 		$2.11M Sell
5,440
-62
-1% -$20.7K 0.2% 56
2025
Q1 		$1.81M Sell
5,502
-531
-9% -$189K 0.17% 65
2024
Q4 		$2.19M Buy
6,033
+816
+16% +$316K 0.15% 68
2024
Q3 		$2.04M Buy
5,217
+81
+2% +$28K 0.15% 70
2024
Q2 		$1.71M Sell
5,136
-103
-2% -$35.7K 0.14% 74
2024
Q1 		$1.92M Buy
5,239
+98
+2% +$31.3K 0.15% 71
2023
Q4 		$1.52M Buy
+5,141
New +$1.33M 0.13% 85

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 Point Inc's CAT Position: Q2 2026 in Review

Trust Point Inc increased its Caterpillar (CAT) stake by 4.9% in Q2 2026, buying an estimated $184K and bringing the position to 4,478 shares worth $4.77M. The position accounts for 0.4% of the portfolio, ranked #35.

Trust Point Inc first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 1,225 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Trust Point Inc held 4,478 shares of Caterpillar worth $4.77M as of Q2 2026.
  • Trust Point Inc bought 210 Caterpillar shares in Q2 2026, an estimated $184K.
  • Caterpillar made up 0.4% of Trust Point Inc's portfolio in Q2 2026, its #35 holding.
  • Trust Point Inc first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
  • 1,225 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.