Belpointe Asset Management’s Caterpillar CAT Stock Holding History

Belpointe 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	$3.28M	Buy	3,078 +497	+19%	+$437K	0.11%	181
2026 Q1	$1.83M	Sell	2,581 -788	-23%	-$546K	0.07%	260
2025 Q4	$1.93M	Buy	3,369 +575	+21%	+$320K	0.07%	231
2025 Q3	$1.33M	Buy	2,794 +378	+16%	+$161K	0.05%	325
2025 Q2	$938K	Buy	2,416 +189	+8%	+$63K	0.04%	377
2025 Q1	$735K	Sell	2,227 -1,455	-40%	-$518K	0.04%	426
2024 Q4	$1.31M	Buy	3,682 +688	+23%	+$267K	0.08%	245
2024 Q3	$1.17M	Sell	2,994 -543	-15%	-$188K	0.07%	274
2024 Q2	$1.18M	Buy	3,537 +70	+2%	+$24.3K	0.08%	230
2024 Q1	$1.27M	Buy	3,467 +589	+20%	+$188K	0.1%	208
2023 Q4	$851K	Sell	2,878 -231	-7%	-$59.9K	0.07%	243
2023 Q3	$849K	Buy	3,109 +1,519	+96%	+$412K	0.09%	225
2023 Q2	$391K	Sell	1,590 -5,084	-76%	-$1.13M	0.04%	366
2023 Q1	$1.53M	Sell	6,674 -50	-0.7%	-$12.1K	0.08%	253
2022 Q4	$1.61M	Buy	6,724 +2,434	+57%	+$530K	0.1%	210
2022 Q3	$705K	Sell	4,290 -42	-1%	-$7.67K	0.05%	392
2022 Q2	$775K	Sell	4,332 -4,569	-51%	-$963K	0.05%	363
2022 Q1	$1.98M	Sell	8,901 -45	-0.5%	-$9.44K	0.12%	175
2021 Q4	$1.85M	Buy	8,946 +2,613	+41%	+$526K	0.12%	178
2021 Q3	$1.22M	Buy	6,333 +1,038	+20%	+$216K	0.08%	260
2021 Q2	$1.15M	Sell	5,295 -363	-6%	-$83.8K	0.08%	258
2021 Q1	$1.31M	Sell	5,658 -1,543	-21%	-$319K	0.11%	201
2020 Q4	$1.31M	Buy	7,201 +1,742	+32%	+$295K	0.12%	201
2020 Q3	$814K	Buy	5,459 +2,085	+62%	+$293K	0.09%	240
2020 Q2	$427K	Sell	3,374 -4,613	-58%	-$547K	0.06%	332
2020 Q1	$927K	Buy	7,987 +3,173	+66%	+$405K	0.16%	139
2019 Q4	$711K	Sell	4,814 -2,048	-30%	-$286K	0.09%	237
2019 Q3	$867K	Buy	6,862 +4,295	+167%	+$546K	0.14%	163
2019 Q2	$350K	Sell	2,567 -1,510	-37%	-$200K	0.07%	301
2019 Q1	$553K	Buy	4,077 +2,377	+140%	+$316K	0.11%	149
2018 Q4	$216K	Sell	1,700 -5,043	-75%	-$656K	0.05%	330
2018 Q3	$1.03M	Buy	6,743 +2,843	+73%	+$402K	0.16%	118
2018 Q2	$529K	Buy	+3,900	New	+$583K	0.15%	153
2018 Q1	–	Sell	-5,034	Closed	-$793K	–	367
2017 Q4	$793K	Buy	5,034 +591	+13%	+$82K	0.17%	126
2017 Q3	$554K	Buy	+4,443	New	+$512K	0.13%	170

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

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

Belpointe Asset Management increased its Caterpillar (CAT) stake by 19% in Q2 2026, buying an estimated $437K and bringing the position to 3,078 shares worth $3.28M. The position accounts for 0.11% of the portfolio, ranked #181.

Belpointe Asset Management first reported a position in CAT in Q3 2017 and has held it in 35 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Belpointe Asset Management held 3,078 shares of Caterpillar worth $3.28M as of Q2 2026.
Belpointe Asset Management bought 497 Caterpillar shares in Q2 2026, an estimated $437K.
Caterpillar made up 0.11% of Belpointe Asset Management's portfolio in Q2 2026, its #181 holding.
Belpointe Asset Management first reported a position in Caterpillar in Q3 2017 and has held it in 35 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.