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Belleair Asset Management’s Caterpillar CAT Stock Holding History

Belleair Asset 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 		$349K Hold
328
– – 0.29% 60
2026
Q1 		$232K Buy
+328
New +$227K 0.21% 73

Other funds holding CAT

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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Belleair Asset Management's CAT Position: Q2 2026 in Review

Belleair Asset Management held its Caterpillar (CAT) position steady in Q2 2026 at 328 shares worth $349K. The position accounts for 0.29% of the portfolio, ranked #60.

Belleair Asset Management first reported a position in CAT in Q1 2026 and has held it in 2 quarters since. 2,543 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Belleair Asset Management held 328 shares of Caterpillar worth $349K as of Q2 2026.
  • Belleair Asset Management left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.29% of Belleair Asset Management's portfolio in Q2 2026, its #60 holding.
  • Belleair Asset Management first reported a position in Caterpillar in Q1 2026 and has held it in 2 quarters since.
  • 2,543 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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