DHJJ Financial Advisors’s Caterpillar CAT Stock Holding History

DHJJ Financial Advisors’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	$1.66M	Sell	1,557 -3,001	-66%	-$2.64M	0.48%	37
2026 Q1	$3.23M	Sell	4,558 -17	-0.4%	-$11.8K	1.07%	20
2025 Q4	$2.62M	Sell	4,575 -280	-6%	-$156K	0.87%	23
2025 Q3	$2.32M	Sell	4,855 -59	-1%	-$25.2K	0.79%	26
2025 Q2	$1.91M	Hold	4,914	–	–	0.69%	27
2025 Q1	$1.62M	Buy	4,914 +1	+0%	+$356	0.65%	29
2024 Q4	$1.78M	Hold	4,913	–	–	0.69%	27
2024 Q3	$1.92M	Sell	4,913 -106	-2%	-$36.6K	0.76%	26
2024 Q2	$1.67M	Buy	5,019 +8	+0.2%	+$2.77K	0.71%	27
2024 Q1	$1.84M	Hold	5,011	–	–	0.81%	23
2023 Q4	$1.48M	Hold	5,011	–	–	0.69%	29
2023 Q3	$1.37M	Sell	5,011 -601	-11%	-$163K	0.69%	32
2023 Q2	$1.38M	Sell	5,612 -42	-0.7%	-$9.36K	0.72%	33
2023 Q1	$1.29M	Sell	5,654 -1,960	-26%	-$474K	0.7%	35
2022 Q4	$1.82M	Sell	7,614 -830	-10%	-$181K	1.05%	22
2022 Q3	$1.39M	Hold	8,444	–	–	0.81%	32
2022 Q2	$1.51M	Hold	8,444	–	–	0.84%	30
2022 Q1	$1.86M	Hold	8,444	–	–	0.89%	29
2021 Q4	$1.75M	Buy	8,444 +120	+1%	+$24.2K	0.82%	28
2021 Q3	$1.6M	Hold	8,324	–	–	0.83%	30
2021 Q2	$1.81M	Sell	8,324 -4	-0%	-$924	0.96%	24
2021 Q1	$1.93M	Hold	8,328	–	–	1.12%	21
2020 Q4	$1.52M	Buy	+8,328	New	+$1.41M	0.95%	24

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

DHJJ Financial Advisors's CAT Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its Caterpillar (CAT) stake by 66% in Q2 2026, selling an estimated $2.64M and leaving 1,557 shares worth $1.66M. The position accounts for 0.48% of the portfolio, ranked #37.

DHJJ Financial Advisors first reported a position in CAT in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.23M in Q1 2026. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

DHJJ Financial Advisors held 1,557 shares of Caterpillar worth $1.66M as of Q2 2026.
DHJJ Financial Advisors sold 3,001 Caterpillar shares in Q2 2026, an estimated $2.64M.
Caterpillar made up 0.48% of DHJJ Financial Advisors's portfolio in Q2 2026, its #37 holding.
DHJJ Financial Advisors first reported a position in Caterpillar in Q4 2020 and has held it in 23 quarters since.
DHJJ Financial Advisors's Caterpillar position peaked at $3.23M in Q1 2026.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.