Abner Herrman & Brock’s Caterpillar CAT Stock Holding History

Abner Herrman & Brock’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	$428K	Buy	402 +61	+18%	+$53.6K	0.04%	76
2026 Q1	$242K	Buy	+341	New	+$236K	0.03%	97
2019 Q3	–	Sell	-37,553	Closed	-$5.12M	–	128
2019 Q2	$5.12M	Sell	37,553 -2,153	-5%	-$284K	0.73%	37
2019 Q1	$5.38M	Sell	39,706 -2,686	-6%	-$357K	0.83%	34
2018 Q4	$5.39M	Sell	42,392 -11,839	-22%	-$1.54M	0.98%	33
2018 Q3	$8.27M	Buy	54,231 +9,645	+22%	+$1.36M	1.18%	35
2018 Q2	$6.05M	Buy	+44,586	New	+$6.66M	0.94%	40
2014 Q4	–	Sell	-2,667	Closed	-$264K	–	84
2014 Q3	$264K	Sell	2,667 -330	-11%	-$35K	0.08%	91
2014 Q2	$326K	Buy	2,997 +100	+3%	+$10.5K	0.1%	81
2014 Q1	$288K	Buy	2,897 +55	+2%	+$5.19K	0.09%	84
2013 Q4	$252K	Buy	+2,842	New	+$243K	0.09%	83
2013 Q3	–	Sell	-5,258	Closed	-$434K	–	89
2013 Q2	$434K	Buy	+5,258	New	+$447K	0.18%	71

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Abner Herrman & Brock's CAT Position: Q2 2026 in Review

Abner Herrman & Brock increased its Caterpillar (CAT) stake by 18% in Q2 2026, buying an estimated $53.6K and bringing the position to 402 shares worth $428K. The position accounts for 0.04% of the portfolio, ranked #76.

Abner Herrman & Brock first reported a position in CAT in Q2 2013 and has held it in 12 quarters since. The position peaked at $8.27M in Q3 2018. 1,994 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Abner Herrman & Brock held 402 shares of Caterpillar worth $428K as of Q2 2026.
Abner Herrman & Brock bought 61 Caterpillar shares in Q2 2026, an estimated $53.6K.
Caterpillar made up 0.04% of Abner Herrman & Brock's portfolio in Q2 2026, its #76 holding.
Abner Herrman & Brock first reported a position in Caterpillar in Q2 2013 and has held it in 12 quarters since.
Abner Herrman & Brock's Caterpillar position peaked at $8.27M in Q3 2018.
1,994 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Abner Herrman & Brock's 13F filing for Q2 2026, filed 8 Jul 2026.