Curbstone Financial Management Corp’s Caterpillar CAT Stock Holding History

Curbstone Financial Management Corp’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	$2.29M	Buy	2,152 +970	+82%	+$852K	0.39%	62
2026 Q1	$837K	Sell	1,182 -40	-3%	-$27.7K	0.16%	124
2025 Q4	$700K	Hold	1,222	–	–	0.13%	138
2025 Q3	$583K	Sell	1,222 -90	-7%	-$38.4K	0.11%	152
2025 Q2	$509K	Sell	1,312 -490	-27%	-$163K	0.1%	171
2025 Q1	$594K	Buy	1,802 +230	+15%	+$81.9K	0.13%	150
2024 Q4	$570K	Hold	1,572	–	–	0.12%	152
2024 Q3	$615K	Hold	1,572	–	–	0.13%	149
2024 Q2	$524K	Buy	+1,572	New	+$545K	0.11%	161

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

Curbstone Financial Management Corp's CAT Position: Q2 2026 in Review

Curbstone Financial Management Corp increased its Caterpillar (CAT) stake by 82% in Q2 2026, buying an estimated $852K and bringing the position to 2,152 shares worth $2.29M. The position accounts for 0.39% of the portfolio, ranked #62.

Curbstone Financial Management Corp first reported a position in CAT in Q2 2024 and has held it in 9 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Curbstone Financial Management Corp held 2,152 shares of Caterpillar worth $2.29M as of Q2 2026.
Curbstone Financial Management Corp bought 970 Caterpillar shares in Q2 2026, an estimated $852K.
Caterpillar made up 0.39% of Curbstone Financial Management Corp's portfolio in Q2 2026, its #62 holding.
Curbstone Financial Management Corp first reported a position in Caterpillar in Q2 2024 and has held it in 9 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Curbstone Financial Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.