AIM
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Acropolis Investment Management’s Caterpillar CAT Stock Holding History

Acropolis Investment 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 		$2.81M Buy
2,639
+46
+2% +$40.4K 0.11% 67
2026
Q1 		$1.84M Buy
2,593
+53
+2% +$36.7K 0.08% 78
2025
Q4 		$1.46M Buy
2,540
+138
+6% +$76.7K 0.07% 97
2025
Q3 		$933K Buy
2,402
+180
+8% +$76.8K 0.05% 119
2025
Q2 		$863K Buy
2,222
+7
+0.3% +$2.33K 0.05% 110
2025
Q1 		$731K Buy
2,215
+3
+0.1% +$1.07K 0.04% 117
2024
Q4 		$802K Hold
2,212
– – 0.05% 113
2024
Q3 		$865K Buy
2,212
+100
+5% +$34.5K 0.05% 107
2024
Q2 		$704K Hold
2,112
– – 0.04% 118
2024
Q1 		$774K Sell
2,112
-1
-0% -$320 0.05% 113
2023
Q4 		$625K Buy
2,113
+93
+5% +$24.1K 0.04% 123
2023
Q3 		$552K Hold
2,020
– – 0.04% 129
2023
Q2 		$497K Hold
2,020
– – 0.04% 139
2023
Q1 		$462K Hold
2,020
– – 0.04% 144
2022
Q4 		$484K Sell
2,020
-36
-2% -$7.84K 0.04% 129
2022
Q3 		$337K Sell
2,056
-6
-0.3% -$1.1K 0.03% 150
2022
Q2 		$369K Buy
2,062
+67
+3% +$14.1K 0.04% 148
2022
Q1 		$445K Buy
1,995
+51
+3% +$10.7K 0.04% 135
2021
Q4 		$402K Hold
1,944
– – 0.04% 140
2021
Q3 		$371K Sell
1,944
-24
-1% -$5K 0.04% 136
2021
Q2 		$428K Hold
1,968
– – 0.04% 132
2021
Q1 		$456K Buy
1,968
+1
+0.1% +$207 0.05% 127
2020
Q4 		$358K Hold
1,967
– – 0.04% 129
2020
Q3 		$293K Buy
1,967
+1
+0.1% +$140 0.04% 131
2020
Q2 		$249K Buy
1,966
+1
+0.1% +$119 0.03% 133
2020
Q1 		$228K Buy
1,965
+1,201
+157% +$153K 0.04% 128
2019
Q4 		$113K Sell
764
-97
-11% -$13.5K 0.02% 162
2019
Q3 		$109K Buy
+861
New +$109K 0.02% 157
2019
Q2 		– Sell
-810
Closed -$110K – 142
2019
Q1 		$110K Buy
+810
New +$108K 0.02% 141
2018
Q4 		– Sell
-658
Closed -$100K – 142
2018
Q3 		$100K Buy
+658
New +$93.1K 0.02% 147
2015
Q2 		– Sell
-1,755
Closed -$140K – 133
2015
Q1 		$140K Sell
1,755
-1,405
-44% -$117K 0.03% 132
2014
Q4 		$289K Sell
3,160
-360
-10% -$35K 0.06% 98
2014
Q3 		$349K Sell
3,520
-2,633
-43% -$279K 0.07% 93
2014
Q2 		$669K Sell
6,153
-4,365
-42% -$458K 0.14% 70
2014
Q1 		$1.05M Sell
10,518
-1,285
-11% -$121K 0.21% 61
2013
Q4 		$1.07M Sell
11,803
-1,661
-12% -$142K 0.23% 57
2013
Q3 		$1.12M Sell
13,464
-400
-3% -$33.8K 0.23% 56
2013
Q2 		$1.14M Buy
+13,864
New +$1.18M 0.25% 55

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Acropolis Investment Management's CAT Position: Q2 2026 in Review

Acropolis Investment Management increased its Caterpillar (CAT) stake by 1.8% in Q2 2026, buying an estimated $40.4K and bringing the position to 2,639 shares worth $2.81M. The position accounts for 0.11% of the portfolio, ranked #67.

Acropolis Investment Management first reported a position in CAT in Q2 2013 and has held it in 38 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Acropolis Investment Management held 2,639 shares of Caterpillar worth $2.81M as of Q2 2026.
  • Acropolis Investment Management bought 46 Caterpillar shares in Q2 2026, an estimated $40.4K.
  • Caterpillar made up 0.11% of Acropolis Investment Management's portfolio in Q2 2026, its #67 holding.
  • Acropolis Investment Management first reported a position in Caterpillar in Q2 2013 and has held it in 38 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Acropolis Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.