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YANKCOM Partnership’s Caterpillar CAT Stock Holding History

YANKCOM Partnership’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 		$1.93M Sell
1,811
-330
-15% -$290K 0.69% 32
2026
Q1 		$1.52M Sell
2,141
-366
-15% -$253K 0.62% 41
2025
Q4 		$1.44M Buy
2,507
+187
+8% +$104K 0.61% 41
2025
Q3 		$1.11M Buy
2,320
+59
+3% +$25.2K 0.5% 51
2025
Q2 		$878K Buy
2,261
+85
+4% +$28.3K 0.43% 60
2025
Q1 		$718K Buy
2,176
+63
+3% +$22.4K 0.39% 72
2024
Q4 		$767K Buy
+2,113
New +$819K 0.41% 71

Other funds holding CAT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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

YANKCOM Partnership's CAT Position: Q2 2026 in Review

YANKCOM Partnership reduced its Caterpillar (CAT) stake by 15% in Q2 2026, selling an estimated $290K and leaving 1,811 shares worth $1.93M. The position accounts for 0.69% of the portfolio, ranked #32.

YANKCOM Partnership first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 2,616 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • YANKCOM Partnership held 1,811 shares of Caterpillar worth $1.93M as of Q2 2026.
  • YANKCOM Partnership sold 330 Caterpillar shares in Q2 2026, an estimated $290K.
  • Caterpillar made up 0.69% of YANKCOM Partnership's portfolio in Q2 2026, its #32 holding.
  • YANKCOM Partnership first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 2,616 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on YANKCOM Partnership's 13F filing for Q2 2026, filed 21 Jul 2026.