Disciplined Equity Management’s Caterpillar CAT Stock Holding History

Disciplined Equity Management’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	$2.15M	Sell	2,019 -30	-1%	-$26.4K	0.95%	13
2026 Q1	$1.45M	Sell	2,049 -681	-25%	-$472K	0.73%	21
2025 Q4	$1.56M	Sell	2,730 -50	-2%	-$27.8K	0.81%	14
2025 Q3	$1.33M	Hold	2,780	–	–	0.72%	21
2025 Q2	$1.08M	Buy	2,780 +280	+11%	+$93.3K	0.63%	28
2025 Q1	$825K	Sell	2,500 -40	-2%	-$14.2K	0.57%	28
2024 Q4	$921K	Hold	2,540	–	–	0.6%	30
2024 Q3	$993K	Sell	2,540 -210	-8%	-$72.5K	0.63%	27
2024 Q2	$916K	Hold	2,750	–	–	0.6%	33
2024 Q1	$1.01M	Sell	2,750 -60	-2%	-$19.2K	0.67%	26
2023 Q4	$831K	Hold	2,810	–	–	0.57%	36
2023 Q3	$767K	Hold	2,810	–	–	0.64%	32
2023 Q2	$691K	Sell	2,810 -38	-1%	-$8.47K	0.56%	34
2023 Q1	$652K	Buy	+2,848	New	+$689K	0.55%	35

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

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

Disciplined Equity Management's CAT Position: Q2 2026 in Review

Disciplined Equity Management reduced its Caterpillar (CAT) stake by 1.5% in Q2 2026, selling an estimated $26.4K and leaving 2,019 shares worth $2.15M. The position accounts for 0.95% of the portfolio, ranked #13.

Disciplined Equity Management first reported a position in CAT in Q1 2023 and has held it in 14 quarters since. 1,873 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Disciplined Equity Management held 2,019 shares of Caterpillar worth $2.15M as of Q2 2026.
Disciplined Equity Management sold 30 Caterpillar shares in Q2 2026, an estimated $26.4K.
Caterpillar made up 0.95% of Disciplined Equity Management's portfolio in Q2 2026, its #13 holding.
Disciplined Equity Management first reported a position in Caterpillar in Q1 2023 and has held it in 14 quarters since.
1,873 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Disciplined Equity Management's 13F filing for Q2 2026, filed 29 Jul 2026.