Capital Management Associates Inc’s Caterpillar CAT Stock Holding History

Capital Management Associates Inc’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	$7.79M	Buy	7,312 +78	+1%	+$68.5K	1.57%	14
2026 Q1	$5.13M	Buy	7,234 +136	+2%	+$94.2K	1.16%	17
2025 Q4	$4.07M	Buy	7,098 +3,199	+82%	+$1.78M	0.9%	21
2025 Q3	$1.86M	Buy	3,899 +9	+0.2%	+$3.84K	0.5%	30
2025 Q2	$1.51M	Buy	3,890 +216	+6%	+$72K	0.48%	33
2025 Q1	$1.21M	Buy	3,674 +1,848	+101%	+$658K	0.27%	48
2024 Q4	$662K	Buy	1,826 +2	+0.1%	+$776	0.25%	52
2024 Q3	$713K	Sell	1,824 -11	-0.6%	-$3.8K	0.29%	50
2024 Q2	$611K	Buy	1,835 +3	+0.2%	+$1.04K	0.37%	40
2024 Q1	$671K	Sell	1,832 -292	-14%	-$93.3K	0.49%	32
2023 Q4	$544K	Buy	+2,124	New	+$551K	0.32%	43

Other funds holding CAT

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

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Capital Management Associates Inc's CAT Position: Q2 2026 in Review

Capital Management Associates Inc increased its Caterpillar (CAT) stake by 1.1% in Q2 2026, buying an estimated $68.5K and bringing the position to 7,312 shares worth $7.79M. The position accounts for 1.57% of the portfolio, ranked #14.

Capital Management Associates Inc first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 1,775 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Capital Management Associates Inc held 7,312 shares of Caterpillar worth $7.79M as of Q2 2026.
Capital Management Associates Inc bought 78 Caterpillar shares in Q2 2026, an estimated $68.5K.
Caterpillar made up 1.57% of Capital Management Associates Inc's portfolio in Q2 2026, its #14 holding.
Capital Management Associates Inc first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
1,775 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Capital Management Associates Inc's 13F filing for Q2 2026, filed 22 Jul 2026.