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Eclectic Associates’s Caterpillar CAT Stock Holding History

Eclectic 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 		$928K Sell
872
-8
-0.9% -$7.03K 0.11% 83
2026
Q1 		$623K Buy
880
+31
+4% +$21.5K 0.08% 92
2025
Q4 		$486K Sell
849
-3
-0.4% -$1.67K 0.08% 95
2025
Q3 		$406K Sell
852
-26
-3% -$11.1K 0.07% 88
2025
Q2 		$341K Sell
878
-2
-0.2% -$667 0.07% 97
2025
Q1 		$290K Hold
880
– – 0.08% 103
2024
Q4 		$319K Hold
880
– – 0.09% 98
2024
Q3 		$344K Hold
880
– – 0.14% 81
2024
Q2 		$293K Buy
880
+29
+3% +$10.1K 0.13% 75
2024
Q1 		$312K Sell
851
-39
-4% -$12.5K 0.14% 70
2023
Q4 		$263K Sell
890
-21
-2% -$5.45K 0.13% 75
2023
Q3 		$249K Sell
911
-15
-2% -$4.07K 0.13% 71
2023
Q2 		$228K Sell
926
-27
-3% -$6.02K 0.11% 76
2023
Q1 		$218K Hold
953
– – 0.11% 75
2022
Q4 		$228K Sell
953
-273
-22% -$59.4K 0.11% 71
2022
Q3 		$201K Hold
1,226
– – 0.13% 64
2022
Q2 		$219K Hold
1,226
– – 0.15% 65
2022
Q1 		$273K Sell
1,226
-350
-22% -$73.4K 0.17% 57
2021
Q4 		$326K Sell
1,576
-250
-14% -$50.3K 0.21% 56
2021
Q3 		$351K Buy
1,826
+250
+16% +$52.1K 0.26% 51
2021
Q2 		$343K Hold
1,576
– – 0.26% 48
2021
Q1 		$365K Buy
1,576
+1
+0.1% +$207 0.3% 46
2020
Q4 		$287K Buy
+1,575
New +$267K 0.27% 50

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

Eclectic Associates's CAT Position: Q2 2026 in Review

Eclectic Associates reduced its Caterpillar (CAT) stake by 0.91% in Q2 2026, selling an estimated $7.03K and leaving 872 shares worth $928K. The position accounts for 0.11% of the portfolio, ranked #83.

Eclectic Associates first reported a position in CAT in Q4 2020 and has held it in 23 quarters since. 2,006 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Eclectic Associates held 872 shares of Caterpillar worth $928K as of Q2 2026.
  • Eclectic Associates sold 8 Caterpillar shares in Q2 2026, an estimated $7.03K.
  • Caterpillar made up 0.11% of Eclectic Associates's portfolio in Q2 2026, its #83 holding.
  • Eclectic Associates first reported a position in Caterpillar in Q4 2020 and has held it in 23 quarters since.
  • 2,006 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Eclectic Associates's 13F filing for Q2 2026, filed 7 Jul 2026.