Y-Intercept (HK)’s Caterpillar CAT Stock Holding History

Y-Intercept (HK)’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	–	Sell	-19,363	Closed	-$13.7M	–	1749
2026 Q1	$13.7M	Buy	19,363 +18,760	+3,111%	+$13M	0.26%	60
2025 Q4	$345K	Buy	+603	New	+$335K	0.01%	1340
2025 Q2	–	Sell	-9,025	Closed	-$2.98M	–	1655
2025 Q1	$2.98M	Buy	9,025 +662	+8%	+$236K	0.2%	113
2024 Q4	$3.03M	Sell	8,363 -172	-2%	-$66.7K	0.2%	125
2024 Q3	$3.34M	Sell	8,535 -8,533	-50%	-$2.95M	0.2%	106
2024 Q2	$5.69M	Buy	+17,068	New	+$5.92M	0.31%	54
2023 Q4	–	Sell	-6,342	Closed	-$1.73M	–	1261
2023 Q3	$1.73M	Buy	6,342 +1,986	+46%	+$539K	0.17%	176
2023 Q2	$1.07M	Buy	4,356 +1,673	+62%	+$373K	0.11%	265
2023 Q1	$614K	Buy	+2,683	New	+$649K	0.07%	425
2022 Q4	–	Sell	-17,487	Closed	-$2.87M	–	1023
2022 Q3	$2.87M	Sell	17,487 -8,964	-34%	-$1.64M	0.29%	75
2022 Q2	$4.73M	Buy	+26,451	New	+$5.57M	0.62%	19
2022 Q1	–	Sell	-6,492	Closed	-$1.34M	–	744
2021 Q4	$1.34M	Buy	6,492 +3,132	+93%	+$631K	0.32%	69
2021 Q3	$645K	Buy	+3,360	New	+$700K	0.12%	276

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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

Y-Intercept (HK)'s CAT Position: Q2 2026 in Review

Y-Intercept (HK) sold out of Caterpillar (CAT) in Q2 2026, closing a stake of 19,363 shares — an estimated $13.7M sold.

Y-Intercept (HK) first reported a position in CAT in Q3 2021 and held it in 13 quarters. The position peaked at $13.7M in Q1 2026. 1,564 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Y-Intercept (HK) reported no remaining Caterpillar position as of Q2 2026 after selling out during the quarter.
Y-Intercept (HK) sold 19,363 Caterpillar shares in Q2 2026, an estimated $13.7M.
Y-Intercept (HK) first reported a position in Caterpillar in Q3 2021 and held it in 13 quarters.
Y-Intercept (HK)'s Caterpillar position peaked at $13.7M in Q1 2026.
1,564 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.