Yousif Capital Management’s Caterpillar CAT Stock Holding History

Yousif Capital Management’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	$66.6M	Sell	62,531 -6,526	-9%	-$5.73M	0.75%	18
2026 Q1	$48.9M	Sell	69,057 -6,556	-9%	-$4.54M	0.57%	19
2025 Q4	$47.6M	Sell	75,613 -3,817	-5%	-$2.12M	0.52%	21
2025 Q3	$37.9M	Sell	79,430 -5,655	-7%	-$2.41M	0.4%	31
2025 Q2	$33M	Sell	85,085 -1,095	-1%	-$365K	0.36%	38
2025 Q1	$28.4M	Sell	86,180 -6,330	-7%	-$2.25M	0.33%	43
2024 Q4	$33.6M	Sell	92,510 -1,522	-2%	-$590K	0.37%	36
2024 Q3	$36.8M	Sell	94,032 -1,522	-2%	-$526K	0.4%	31
2024 Q2	$31.8M	Sell	95,554 -7,109	-7%	-$2.46M	0.36%	36
2024 Q1	$37.6M	Sell	102,663 -3,078	-3%	-$984K	0.42%	29
2023 Q4	$31.3M	Sell	105,741 -3,985	-4%	-$1.03M	0.37%	39
2023 Q3	$30M	Sell	109,726 -4,940	-4%	-$1.34M	0.38%	34
2023 Q2	$28.2M	Buy	114,666 +422	+0.4%	+$94.1K	0.34%	40
2023 Q1	$26.1M	Sell	114,244 -7,075	-6%	-$1.71M	0.34%	41
2022 Q4	$29.1M	Buy	121,319 +614	+0.5%	+$134K	0.38%	37
2022 Q3	$19.8M	Buy	120,705 +2,057	+2%	+$376K	0.28%	57
2022 Q2	$21.2M	Sell	118,648 -2,266	-2%	-$478K	0.28%	57
2022 Q1	$26.9M	Buy	120,914 +1,407	+1%	+$295K	0.29%	53
2021 Q4	$24.7M	Buy	+119,507	New	+$24.1M	0.26%	63

Other funds holding CAT

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 Stockholm, Sweden $116B AUM 46.87% 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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Yousif Capital Management's CAT Position: Q2 2026 in Review

Yousif Capital Management reduced its Caterpillar (CAT) stake by 9.5% in Q2 2026, selling an estimated $5.73M and leaving 62,531 shares worth $66.6M. The position accounts for 0.75% of the portfolio, ranked #18.

Yousif Capital Management first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Yousif Capital Management held 62,531 shares of Caterpillar worth $66.6M as of Q2 2026.
Yousif Capital Management sold 6,526 Caterpillar shares in Q2 2026, an estimated $5.73M.
Caterpillar made up 0.75% of Yousif Capital Management's portfolio in Q2 2026, its #18 holding.
Yousif Capital Management first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.