Accredited Investors’s Caterpillar CAT Stock Holding History

Accredited Investors’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	$2.06M	Buy	1,935 +150	+8%	+$132K	0.09%	74
2026 Q1	$1.26M	Sell	1,785 -3	-0.2%	-$2.08K	0.07%	93
2025 Q4	$1.02M	Sell	1,788 -9	-0.5%	-$5K	0.05%	106
2025 Q3	$857K	Buy	1,797 +80	+5%	+$34.2K	0.05%	107
2025 Q2	$666K	Sell	1,717 -571	-25%	-$190K	0.04%	119
2025 Q1	$755K	Buy	2,288 +2	+0.1%	+$712	0.05%	105
2024 Q4	$829K	Sell	2,286 -40	-2%	-$15.5K	0.05%	99
2024 Q3	$910K	Sell	2,326 -19	-0.8%	-$6.56K	0.05%	98
2024 Q2	$781K	Sell	2,345 -494	-17%	-$171K	0.05%	99
2024 Q1	$1.04M	Sell	2,839 -51	-2%	-$16.3K	0.07%	88
2023 Q4	$854K	Buy	2,890 +520	+22%	+$135K	0.06%	93
2023 Q3	$647K	Buy	2,370 +161	+7%	+$43.7K	0.05%	98
2023 Q2	$543K	Buy	2,209 +3	+0.1%	+$669	0.04%	106
2023 Q1	$505K	Sell	2,206 -124	-5%	-$30K	0.04%	107
2022 Q4	$558K	Buy	2,330 +65	+3%	+$14.2K	0.05%	97
2022 Q3	$372K	Buy	2,265 +118	+5%	+$21.6K	0.04%	114
2022 Q2	$384K	Sell	2,147 -7	-0.3%	-$1.48K	0.05%	116
2022 Q1	$480K	Buy	2,154 +274	+15%	+$57.5K	0.04%	115
2021 Q4	$389K	Buy	1,880 +2	+0.1%	+$403	0.03%	128
2021 Q3	$360K	Buy	1,878 +535	+40%	+$111K	0.04%	124
2021 Q2	$292K	Buy	1,343 +96	+8%	+$22.2K	0.03%	136
2021 Q1	$289K	Sell	1,247 -664	-35%	-$137K	0.04%	132
2020 Q4	$348K	Buy	+1,911	New	+$324K	0.06%	110
2020 Q1	–	Sell	-1,531	Closed	-$226K	–	133
2019 Q4	$226K	Buy	+1,531	New	+$214K	0.04%	125
2016 Q4	–	Sell	-3,023	Closed	-$268K	–	99
2016 Q3	$268K	Sell	3,023 -472	-14%	-$38.6K	0.07%	78
2016 Q2	$265K	Buy	3,495 +642	+23%	+$48.1K	0.07%	76
2016 Q1	$218K	Buy	+2,853	New	+$191K	0.06%	86
2015 Q3	–	Sell	-2,858	Closed	-$243K	–	86
2015 Q2	$243K	Buy	2,858 +3	+0.1%	+$258	0.06%	69
2015 Q1	$229K	Buy	2,855 +3	+0.1%	+$249	0.06%	65
2014 Q4	$262K	Sell	2,852 -998	-26%	-$97.1K	0.08%	62
2014 Q3	$382K	Buy	3,850 +802	+26%	+$85K	0.12%	46
2014 Q2	$332K	Buy	3,048 +18	+0.6%	+$1.89K	0.11%	46
2014 Q1	$302K	Buy	3,030 +2	+0.1%	+$189	0.1%	49
2013 Q4	$275K	Buy	3,028 +3	+0.1%	+$256	0.1%	46
2013 Q3	$253K	Buy	3,025 +2	+0.1%	+$169	0.09%	47
2013 Q2	$250K	Buy	+3,023	New	+$257K	0.1%	47

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

Accredited Investors's CAT Position: Q2 2026 in Review

Accredited Investors increased its Caterpillar (CAT) stake by 8.4% in Q2 2026, buying an estimated $132K and bringing the position to 1,935 shares worth $2.06M. The position accounts for 0.09% of the portfolio, ranked #74.

Accredited Investors first reported a position in CAT in Q2 2013 and has held it in 36 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Accredited Investors held 1,935 shares of Caterpillar worth $2.06M as of Q2 2026.
Accredited Investors bought 150 Caterpillar shares in Q2 2026, an estimated $132K.
Caterpillar made up 0.09% of Accredited Investors's portfolio in Q2 2026, its #74 holding.
Accredited Investors first reported a position in Caterpillar in Q2 2013 and has held it in 36 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.