Ables Iannone Moore & Associates’s Caterpillar CAT Stock Holding History

Ables Iannone Moore & Associates’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	$738K	Buy	+692	New	+$608K	0.39%	43
2025 Q3	–	Sell	-692	Closed	-$269K	–	58
2025 Q2	$269K	Buy	692 +3	+0.4%	+$1K	0.17%	52
2025 Q1	$227K	Buy	689 +2	+0.3%	+$712	0.15%	51
2024 Q4	$249K	Hold	687	–	–	0.15%	50
2024 Q3	$269K	Hold	687	–	–	0.17%	52
2024 Q2	$229K	Buy	687 +27	+4%	+$9.36K	0.15%	52
2024 Q1	$242K	Hold	660	–	–	0.17%	50
2023 Q4	$195K	Buy	+660	New	+$171K	0.15%	56

Other funds holding CAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Ables Iannone Moore & Associates's CAT Position: Q2 2026 in Review

Ables Iannone Moore & Associates opened a new position in Caterpillar (CAT) in Q2 2026: 692 shares worth $738K. The stake represents 0.39% of the portfolio and ranks #43 among its holdings. This is a return to the name: Ables Iannone Moore & Associates previously reported a position in CAT as recently as Q2 2025.

Ables Iannone Moore & Associates first reported a position in CAT in Q4 2023 and has held it in 8 quarters since. 796 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Ables Iannone Moore & Associates held 692 shares of Caterpillar worth $738K as of Q2 2026.
Caterpillar was a new Ables Iannone Moore & Associates position in Q2 2026.
Caterpillar made up 0.39% of Ables Iannone Moore & Associates's portfolio in Q2 2026, its #43 holding.
Ables Iannone Moore & Associates first reported a position in Caterpillar in Q4 2023 and has held it in 8 quarters since.
796 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Ables Iannone Moore & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.