Question 1

Does Captrust own CAT stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Captrust holds 236,355 shares of CAT (Caterpillar), worth $251.7M.

Question 2

How many shares of CAT does Captrust own?

Accepted Answer

As of its Q2 2026 13F, Captrust holds 236,355 shares of CAT (Caterpillar).

Question 3

What is Captrust's CAT position worth?

Accepted Answer

As of its Q2 2026 13F, Captrust's CAT position is worth $251.7M.

Question 4

Is Captrust buying or selling CAT?

Accepted Answer

In Q2 2026, Captrust increased its CAT position by 27,055 shares (+12.9%).

Question 5

When did Captrust first buy CAT?

Accepted Answer

Captrust already held CAT in its Q4 2018 13F, the earliest on record, and has listed it in 31 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	236,355	+12.9%	$251.7M	0.4%	$1,060.41	41
2026-Q1	Increased	209,300	+47.8%	$148.3M	0.3%	$704.13	50
2025-Q4	Increased	141,582	+5.6%	$81.1M	0.2%	$568.04	38
2025-Q3	Increased	134,088	+1.4%	$64M	0.1%	$471.77	36
2025-Q2	Decreased	132,226	-2.1%	$51.3M	0.1%	$382.43	0
2025-Q1	Increased	135,012	+2.1%	$44.5M	0.1%	$323.34	36
2024-Q4	Increased	132,193	+2.2%	$48M	0.1%	$354.35	36
2024-Q3	Increased	129,353	+0.1%	$50.6M	0.2%	$380.68	35

CATShowing 8 of 31 quarters

CAT
Showing 8 of 31 quarters