Creative Capital Management Investments’s Caterpillar CAT Stock Holding History

Creative Capital Management Investments’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	$441K	Buy	414 +135	+48%	+$119K	0.1%	46
2026 Q1	$198K	Buy	279 +51	+22%	+$35.3K	0.06%	58
2025 Q4	$131K	Hold	228	–	–	0.04%	75
2025 Q3	$109K	Hold	228	–	–	0.03%	83
2025 Q2	$88.5K	Hold	228	–	–	0.03%	88
2025 Q1	$75.2K	Hold	228	–	–	0.03%	90
2024 Q4	$82.7K	Hold	228	–	–	0.03%	83
2024 Q3	$89.2K	Hold	228	–	–	0.04%	78
2024 Q2	$75.9K	Hold	228	–	–	0.04%	73
2024 Q1	$83.5K	Hold	228	–	–	0.04%	67
2023 Q4	$67.4K	Hold	228	–	–	0.04%	72
2023 Q3	$62.2K	Buy	228 +38	+20%	+$10.3K	0.04%	76
2023 Q2	$46.8K	Sell	190 -97	-34%	-$21.6K	0.03%	87
2023 Q1	$65.7K	Buy	287 +97	+51%	+$23.4K	0.05%	89
2022 Q4	$46K	Buy	+190	New	+$41.4K	0.04%	79

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

Creative Capital Management Investments's CAT Position: Q2 2026 in Review

Creative Capital Management Investments increased its Caterpillar (CAT) stake by 48% in Q2 2026, buying an estimated $119K and bringing the position to 414 shares worth $441K. The position accounts for 0.1% of the portfolio, ranked #46.

Creative Capital Management Investments first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. 1,994 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Creative Capital Management Investments held 414 shares of Caterpillar worth $441K as of Q2 2026.
Creative Capital Management Investments bought 135 Caterpillar shares in Q2 2026, an estimated $119K.
Caterpillar made up 0.1% of Creative Capital Management Investments's portfolio in Q2 2026, its #46 holding.
Creative Capital Management Investments first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
1,994 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.