DiNuzzo Private Wealth’s Caterpillar CAT Stock Holding History

DiNuzzo Private Wealth’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	$43.7K	Hold	41	–	–	﹤0.01%	147
2026 Q1	$29K	Hold	41	–	–	﹤0.01%	167
2025 Q4	$23.5K	Hold	41	–	–	﹤0.01%	184
2025 Q3	$17.2K	Sell	41 -94	-70%	-$40.1K	﹤0.01%	203
2025 Q2	$52.4K	Sell	135 -2	-1%	-$667	0.01%	128
2025 Q1	$45.2K	Hold	137	–	–	0.01%	128
2024 Q4	$49.7K	Hold	137	–	–	0.01%	124
2024 Q3	$53.6K	Sell	137 -5	-4%	-$1.73K	0.01%	126
2024 Q2	$47.3K	Buy	142 +5	+4%	+$1.73K	0.01%	100
2024 Q1	$50.2K	Hold	137	–	–	0.01%	96
2023 Q4	$40.5K	Buy	+137	New	+$35.5K	0.01%	102

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

DiNuzzo Private Wealth's CAT Position: Q2 2026 in Review

DiNuzzo Private Wealth held its Caterpillar (CAT) position steady in Q2 2026 at 41 shares worth $43.7K. The position accounts for ﹤0.01% of the portfolio, ranked #147.

DiNuzzo Private Wealth first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. The position peaked at $53.6K in Q3 2024. 1,653 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

DiNuzzo Private Wealth held 41 shares of Caterpillar worth $43.7K as of Q2 2026.
DiNuzzo Private Wealth left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #147 holding.
DiNuzzo Private Wealth first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
DiNuzzo Private Wealth's Caterpillar position peaked at $53.6K in Q3 2024.
1,653 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.