Clark Asset Management’s Caterpillar CAT Stock Holding History

Clark 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	$1.55M	Buy	1,452 +38	+3%	+$33.4K	0.12%	67
2026 Q1	$1M	Sell	1,414 -4	-0.3%	-$2.77K	0.09%	78
2025 Q4	$812K	Buy	1,418 +20	+1%	+$11.1K	0.08%	85
2025 Q3	$667K	Buy	+1,398	New	+$597K	0.08%	95
2024 Q4	–	Sell	-811	Closed	-$317K	–	140
2024 Q3	$317K	Buy	+811	New	+$280K	0.07%	87

Other funds holding CAT

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return