ASCML
CAT icon

ADKINS SEALE CAPITAL MANAGEMENT LLC’s Caterpillar CAT Stock Holding History

ADKINS SEALE CAPITAL MANAGEMENT LLC’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 		$703K Sell
660
-38
-5% -$33.4K 0.63% 41
2026
Q1 		$495K Hold
698
– – 0.49% 47
2025
Q4 		$400K Buy
+698
New +$388K 0.4% 53

Other funds holding CAT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ADKINS SEALE CAPITAL MANAGEMENT LLC's CAT Position: Q2 2026 in Review

ADKINS SEALE CAPITAL MANAGEMENT LLC reduced its Caterpillar (CAT) stake by 5.4% in Q2 2026, selling an estimated $33.4K and leaving 660 shares worth $703K. The position accounts for 0.63% of the portfolio, ranked #41.

ADKINS SEALE CAPITAL MANAGEMENT LLC first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 2,543 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • ADKINS SEALE CAPITAL MANAGEMENT LLC held 660 shares of Caterpillar worth $703K as of Q2 2026.
  • ADKINS SEALE CAPITAL MANAGEMENT LLC sold 38 Caterpillar shares in Q2 2026, an estimated $33.4K.
  • Caterpillar made up 0.63% of ADKINS SEALE CAPITAL MANAGEMENT LLC's portfolio in Q2 2026, its #41 holding.
  • ADKINS SEALE CAPITAL MANAGEMENT LLC first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 2,543 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on ADKINS SEALE CAPITAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 5 Aug 2026.