DJYG
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David J. Yvars Group’s Caterpillar CAT Stock Holding History

David J. Yvars Group’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 		$1.45M Sell
1,361
-16
-1% -$14.1K 0.68% 22
2026
Q1 		$975K Buy
1,377
+50
+4% +$34.6K 0.55% 28
2025
Q4 		$760K Buy
1,327
+49
+4% +$27.2K 0.4% 33
2025
Q3 		$610K Hold
1,278
– – 0.33% 41
2025
Q2 		$496K Buy
+1,278
New +$426K 0.29% 41
2021
Q2 		– Sell
-1,295
Closed -$300K – 92
2021
Q1 		$300K Buy
+1,295
New +$268K 0.19% 62

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

David J. Yvars Group's CAT Position: Q2 2026 in Review

David J. Yvars Group reduced its Caterpillar (CAT) stake by 1.2% in Q2 2026, selling an estimated $14.1K and leaving 1,361 shares worth $1.45M. The position accounts for 0.68% of the portfolio, ranked #22.

David J. Yvars Group first reported a position in CAT in Q1 2021 and has held it in 6 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • David J. Yvars Group held 1,361 shares of Caterpillar worth $1.45M as of Q2 2026.
  • David J. Yvars Group sold 16 Caterpillar shares in Q2 2026, an estimated $14.1K.
  • Caterpillar made up 0.68% of David J. Yvars Group's portfolio in Q2 2026, its #22 holding.
  • David J. Yvars Group first reported a position in Caterpillar in Q1 2021 and has held it in 6 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on David J. Yvars Group's 13F filing for Q2 2026, filed 7 Jul 2026.