CB
CAT icon

Chris Bulman’s Caterpillar CAT Stock Holding History

Chris Bulman’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 		$231K Sell
217
-237
-52% -$208K 0.08% 154
2026
Q1 		$322K Sell
454
-70
-13% -$48.5K 0.14% 95
2025
Q4 		$300K Buy
524
+32
+7% +$17.8K 0.13% 98
2025
Q3 		$235K Buy
+492
New +$210K 0.12% 116

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

Chris Bulman's CAT Position: Q2 2026 in Review

Chris Bulman reduced its Caterpillar (CAT) stake by 52% in Q2 2026, selling an estimated $208K and leaving 217 shares worth $231K. The position accounts for 0.08% of the portfolio, ranked #154.

Chris Bulman first reported a position in CAT in Q3 2025 and has held it in 4 quarters since. The position peaked at $322K in Q1 2026. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Chris Bulman held 217 shares of Caterpillar worth $231K as of Q2 2026.
  • Chris Bulman sold 237 Caterpillar shares in Q2 2026, an estimated $208K.
  • Caterpillar made up 0.08% of Chris Bulman's portfolio in Q2 2026, its #154 holding.
  • Chris Bulman first reported a position in Caterpillar in Q3 2025 and has held it in 4 quarters since.
  • Chris Bulman's Caterpillar position peaked at $322K in Q1 2026.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Chris Bulman's 13F filing for Q2 2026, filed 22 Jul 2026.