Blume Capital Management’s Caterpillar CAT Stock Holding History

Blume Capital 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	$21.3K	Sell	20 -10	-33%	-$8.79K	﹤0.01%	255
2026 Q1	$21.3K	Hold	30	–	–	﹤0.01%	243
2025 Q4	$17.2K	Hold	30	–	–	﹤0.01%	242
2025 Q3	$14.3K	Sell	30 -1	-3%	-$427	﹤0.01%	264
2025 Q2	$12K	Buy	31 +15	+94%	+$5K	﹤0.01%	270
2025 Q1	$5.28K	Buy	16 +3	+23%	+$1.07K	﹤0.01%	299
2024 Q4	$4.72K	Hold	13	–	–	﹤0.01%	291
2024 Q3	$5.08K	Hold	13	–	–	﹤0.01%	301
2024 Q2	$4.33K	Hold	13	–	–	﹤0.01%	283
2024 Q1	$4.76K	Hold	13	–	–	﹤0.01%	277
2023 Q4	$3.84K	Hold	13	–	–	﹤0.01%	280
2023 Q3	$3.55K	Hold	13	–	–	﹤0.01%	286
2023 Q2	$3.2K	Buy	+13	New	+$2.9K	﹤0.01%	290
2016 Q2	–	Sell	-100	Closed	-$8K	–	216
2016 Q1	$8K	Hold	100	–	–	0.01%	187
2015 Q4	$7K	Hold	100	–	–	﹤0.01%	199
2015 Q3	$7K	Hold	100	–	–	0.01%	193
2015 Q2	$8K	Hold	100	–	–	0.01%	194
2015 Q1	$8K	Sell	100 -200	-67%	-$16.6K	0.01%	235
2014 Q4	$27K	Buy	+300	New	+$29.2K	0.02%	178

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

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

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Blume Capital Management's CAT Position: Q2 2026 in Review

Blume Capital Management reduced its Caterpillar (CAT) stake by 33% in Q2 2026, selling an estimated $8.79K and leaving 20 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

Blume Capital Management first reported a position in CAT in Q4 2014 and has held it in 19 quarters since. The position peaked at $27K in Q4 2014. 1,873 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Blume Capital Management held 20 shares of Caterpillar worth $21.3K as of Q2 2026.
Blume Capital Management sold 10 Caterpillar shares in Q2 2026, an estimated $8.79K.
Caterpillar made up ﹤0.01% of Blume Capital Management's portfolio in Q2 2026, its #255 holding.
Blume Capital Management first reported a position in Caterpillar in Q4 2014 and has held it in 19 quarters since.
Blume Capital Management's Caterpillar position peaked at $27K in Q4 2014.
1,873 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Blume Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.