Crane Advisory’s Caterpillar CAT Stock Holding History

Crane Advisory’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	$646K	Buy	737 +1	+0.1%	+$878	0.09%	29
2026 Q1	$569K	Hold	736	–	–	0.09%	30
2025 Q4	$464K	Sell	736 -90	-11%	-$50K	0.07%	31
2025 Q3	$413K	Sell	826 -60	-7%	-$25.6K	0.07%	33
2025 Q2	$360K	Sell	886 -128	-13%	-$42.7K	0.06%	39
2025 Q1	$298K	Hold	1,014	–	–	0.05%	35
2024 Q4	$369K	Hold	1,014	–	–	0.06%	31
2024 Q3	$393K	Hold	1,014	–	–	0.07%	30
2024 Q2	$333K	Hold	1,014	–	–	0.06%	33
2024 Q1	$375K	Buy	1,014 +70	+7%	+$22.4K	0.08%	30
2023 Q4	$273K	Hold	944	–	–	0.06%	29
2023 Q3	$256K	Hold	944	–	–	0.06%	26
2023 Q2	$231K	Buy	+944	New	+$210K	0.07%	30

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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

Crane Advisory's CAT Position: Q2 2026 in Review

Crane Advisory increased its Caterpillar (CAT) stake by 0.14% in Q2 2026, buying an estimated $878 and bringing the position to 737 shares worth $646K. The position accounts for 0.09% of the portfolio, ranked #29.

Crane Advisory first reported a position in CAT in Q2 2023 and has held it in 13 quarters since. 1,994 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Crane Advisory held 737 shares of Caterpillar worth $646K as of Q2 2026.
Crane Advisory bought 1 Caterpillar share in Q2 2026, an estimated $878.
Caterpillar made up 0.09% of Crane Advisory's portfolio in Q2 2026, its #29 holding.
Crane Advisory first reported a position in Caterpillar in Q2 2023 and has held it in 13 quarters since.
1,994 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Crane Advisory's 13F filing for Q2 2026, filed 20 Jul 2026.