D'Orazio & Associates’s Caterpillar CAT Stock Holding History

D'Orazio & Associates’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	$1.15M	Buy	1,076 +5	+0.5%	+$4.39K	0.13%	60
2026 Q1	$758K	Buy	1,071 +8	+0.8%	+$5.54K	0.1%	80
2025 Q4	$609K	Buy	1,063 +34	+3%	+$18.9K	0.08%	102
2025 Q3	$491K	Buy	1,029 +17	+2%	+$7.26K	0.06%	116
2025 Q2	$393K	Buy	1,012 +27	+3%	+$9K	0.06%	133
2025 Q1	$325K	Buy	985 +36	+4%	+$12.8K	0.05%	158
2024 Q4	$344K	Buy	949 +104	+12%	+$40.3K	0.05%	130
2024 Q3	$330K	Sell	845 -25	-3%	-$8.63K	0.05%	136
2024 Q2	$290K	Buy	870 +35	+4%	+$12.1K	0.04%	135
2024 Q1	$306K	Buy	835 +32	+4%	+$10.2K	0.05%	128
2023 Q4	$237K	Buy	803 +6	+0.8%	+$1.56K	0.04%	139
2023 Q3	$218K	Buy	+797	New	+$216K	0.05%	123
2021 Q4	–	Sell	-971	Closed	-$186K	–	193
2021 Q3	$186K	Buy	971 +67	+7%	+$14K	0.05%	94
2021 Q2	$197K	Hold	904	–	–	0.05%	84
2021 Q1	$210K	Hold	904	–	–	0.06%	76
2020 Q4	$165K	Buy	904 +104	+13%	+$17.6K	0.05%	84
2020 Q3	$119K	Hold	800	–	–	0.05%	90
2020 Q2	$101K	Hold	800	–	–	0.04%	94
2020 Q1	$93K	Hold	800	–	–	0.05%	91
2019 Q4	$118K	Sell	800 -20	-2%	-$2.79K	0.03%	99
2019 Q3	$104K	Hold	820	–	–	0.03%	102
2019 Q2	$112K	Buy	820 +120	+17%	+$15.9K	0.03%	96
2019 Q1	$95K	Hold	700	–	–	0.03%	106
2018 Q4	$89K	Hold	700	–	–	0.03%	91
2018 Q3	$107K	Hold	700	–	–	0.04%	81
2018 Q2	$95K	Hold	700	–	–	0.04%	83
2018 Q1	$103K	Hold	700	–	–	0.04%	77
2017 Q4	$110K	Hold	700	–	–	0.04%	81
2017 Q3	$87K	Sell	700 -10	-1%	-$1.15K	0.03%	82
2017 Q2	$76K	Buy	710 +10	+1%	+$1.02K	0.03%	94
2017 Q1	$65K	Hold	700	–	–	0.03%	102
2016 Q4	$65K	Hold	700	–	–	0.03%	95
2016 Q3	$62K	Hold	700	–	–	0.02%	97
2016 Q2	$53K	Hold	700	–	–	0.02%	108
2016 Q1	$53K	Hold	700	–	–	0.02%	111
2015 Q4	$48K	Hold	700	–	–	0.02%	99
2015 Q3	$50K	Hold	700	–	–	0.03%	98
2015 Q2	$60K	Hold	700	–	–	0.04%	83
2015 Q1	$56K	Hold	700	–	–	0.04%	89
2014 Q4	$64K	Hold	700	–	–	0.04%	76
2014 Q3	$69K	Hold	700	–	–	0.05%	68
2014 Q2	$76K	Hold	700	–	–	0.06%	62
2014 Q1	$70K	Hold	700	–	–	0.06%	62
2013 Q4	$64K	Buy	+700	New	+$59.8K	0.05%	60

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

D'Orazio & Associates's CAT Position: Q2 2026 in Review

D'Orazio & Associates increased its Caterpillar (CAT) stake by 0.47% in Q2 2026, buying an estimated $4.39K and bringing the position to 1,076 shares worth $1.15M. The position accounts for 0.13% of the portfolio, ranked #60.

D'Orazio & Associates first reported a position in CAT in Q4 2013 and has held it in 44 quarters since. 1,989 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

D'Orazio & Associates held 1,076 shares of Caterpillar worth $1.15M as of Q2 2026.
D'Orazio & Associates bought 5 Caterpillar shares in Q2 2026, an estimated $4.39K.
Caterpillar made up 0.13% of D'Orazio & Associates's portfolio in Q2 2026, its #60 holding.
D'Orazio & Associates first reported a position in Caterpillar in Q4 2013 and has held it in 44 quarters since.
1,989 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on D'Orazio & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.