CA
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Clune & Associates’s Caterpillar CAT Stock Holding History

Clune & Associates’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 		$8.92M Sell
8,373
-22
-0.3% -$19.3K 1.35% 22
2026
Q1 		$5.95M Sell
8,395
-63
-0.7% -$43.6K 1.12% 25
2025
Q4 		$4.85M Sell
8,458
-18
-0.2% -$10K 1.05% 28
2025
Q3 		$4.04M Sell
8,476
-39
-0.5% -$16.6K 1.01% 31
2025
Q2 		$3.31M Buy
8,515
+9
+0.1% +$3K 0.9% 35
2025
Q1 		$2.81M Buy
8,506
+9
+0.1% +$3.21K 0.86% 35
2024
Q4 		$3.08M Buy
+8,497
New +$3.3M 1.02% 31

Other funds holding CAT

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
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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Clune & Associates's CAT Position: Q2 2026 in Review

Clune & Associates reduced its Caterpillar (CAT) stake by 0.26% in Q2 2026, selling an estimated $19.3K and leaving 8,373 shares worth $8.92M. The position accounts for 1.35% of the portfolio, ranked #22.

Clune & Associates first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 904 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Clune & Associates held 8,373 shares of Caterpillar worth $8.92M as of Q2 2026.
  • Clune & Associates sold 22 Caterpillar shares in Q2 2026, an estimated $19.3K.
  • Caterpillar made up 1.35% of Clune & Associates's portfolio in Q2 2026, its #22 holding.
  • Clune & Associates first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 904 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.