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Clark & Stuart Inc’s Caterpillar CAT Stock Holding History

Clark & Stuart 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 		$230K Sell
216
-100
-32% -$87.8K 0.14% 49
2026
Q1 		$224K Buy
+316
New +$219K 0.15% 46
2025
Q4 		– Sell
-639
Closed -$305K – 52
2025
Q3 		$305K Hold
639
– – 0.22% 42
2025
Q2 		$248K Sell
639
-50
-7% -$16.7K 0.19% 43
2025
Q1 		$227K Sell
689
-2,895
-81% -$1.03M 0.17% 42
2024
Q4 		$1.3M Buy
+3,584
New +$1.39M 0.95% 29

Other funds holding CAT

SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Clark & Stuart Inc's CAT Position: Q2 2026 in Review

Clark & Stuart Inc reduced its Caterpillar (CAT) stake by 32% in Q2 2026, selling an estimated $87.8K and leaving 216 shares worth $230K. The position accounts for 0.14% of the portfolio, ranked #49.

Clark & Stuart Inc first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.3M in Q4 2024. 1,072 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Clark & Stuart Inc held 216 shares of Caterpillar worth $230K as of Q2 2026.
  • Clark & Stuart Inc sold 100 Caterpillar shares in Q2 2026, an estimated $87.8K.
  • Caterpillar made up 0.14% of Clark & Stuart Inc's portfolio in Q2 2026, its #49 holding.
  • Clark & Stuart Inc first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
  • Clark & Stuart Inc's Caterpillar position peaked at $1.3M in Q4 2024.
  • 1,072 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Clark & Stuart Inc's 13F filing for Q2 2026, filed 14 Jul 2026.