Crumly & Associates’s Caterpillar CAT Stock Holding History

Crumly & 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	$212K	Buy	+199	New	+$175K	0.04%	188

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

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

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

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

Crumly & Associates opened a new position in Caterpillar (CAT) in Q2 2026: 199 shares worth $212K. The stake represents 0.04% of the portfolio and ranks #188 among its holdings.

1,979 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Crumly & Associates held 199 shares of Caterpillar worth $212K as of Q2 2026.
Caterpillar was a new Crumly & Associates position in Q2 2026.
Caterpillar made up 0.04% of Crumly & Associates's portfolio in Q2 2026, its #188 holding.
1,979 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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