Gradient Investments’s Caterpillar CAT Stock Holding History

Gradient Investments’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	$2M	Buy	1,874 +299	+19%	+$263K	0.03%	265
2026 Q1	$1.12M	Sell	1,575 -176	-10%	-$122K	0.02%	294
2025 Q4	$1M	Buy	1,751 +304	+21%	+$169K	0.02%	245
2025 Q3	$690K	Buy	1,447 +355	+33%	+$152K	0.01%	281
2025 Q2	$424K	Sell	1,092 -6	-0.5%	-$2K	0.01%	298
2025 Q1	$362K	Sell	1,098 -70	-6%	-$24.9K	0.01%	268
2024 Q4	$424K	Sell	1,168 -174	-13%	-$67.5K	0.01%	244
2024 Q3	$525K	Buy	1,342 +203	+18%	+$70.1K	0.01%	225
2024 Q2	$379K	Buy	1,139 +6	+0.5%	+$2.08K	0.01%	261
2024 Q1	$415K	Sell	1,133 -3,047	-73%	-$974K	0.01%	240
2023 Q4	$1.24M	Buy	4,180 +126	+3%	+$32.7K	0.03%	183
2023 Q3	$1.11M	Sell	4,054 -135	-3%	-$36.6K	0.03%	176
2023 Q2	$1.03M	Buy	4,189 +338	+9%	+$75.4K	0.03%	175
2023 Q1	$881K	Buy	3,851 +54	+1%	+$13.1K	0.02%	181
2022 Q4	$910K	Sell	3,797 -111	-3%	-$24.2K	0.03%	187
2022 Q3	$641K	Sell	3,908 -53	-1%	-$9.68K	0.02%	197
2022 Q2	$708K	Buy	3,961 +25	+0.6%	+$5.27K	0.02%	195
2022 Q1	$877K	Buy	3,936 +169	+4%	+$35.4K	0.02%	184
2021 Q4	$779K	Buy	3,767 +15	+0.4%	+$3.02K	0.02%	178
2021 Q3	$720K	Buy	3,752 +32	+0.9%	+$6.66K	0.02%	186
2021 Q2	$810K	Buy	3,720 +1	+0%	+$231	0.02%	178
2021 Q1	$862K	Buy	3,719 +962	+35%	+$199K	0.03%	179
2020 Q4	$411K	Hold	2,757	–	–	0.02%	214
2020 Q3	$411K	Buy	2,757 +1,018	+59%	+$143K	0.02%	214
2020 Q2	$220K	Buy	1,739 +49	+3%	+$5.81K	0.01%	236
2020 Q1	$196K	Buy	1,690 +145	+9%	+$18.5K	0.01%	233
2019 Q4	$228K	Buy	1,545 +715	+86%	+$99.8K	0.01%	254
2019 Q3	$105K	Buy	830 +9	+1%	+$1.14K	0.01%	296
2019 Q2	$112K	Buy	821 +1	+0.1%	+$132	0.01%	298
2019 Q1	$111K	Sell	820 -108	-12%	-$14.3K	0.01%	279
2018 Q4	$118K	Sell	928 -1,945	-68%	-$253K	0.01%	255
2018 Q3	$438K	Buy	2,873 +2,054	+251%	+$291K	0.02%	201
2018 Q2	$111K	Sell	819 -6	-0.7%	-$897	0.01%	259
2018 Q1	$122K	Buy	825 +111	+16%	+$17.5K	0.01%	263
2017 Q4	$113K	Buy	+714	New	+$99K	0.01%	274
2017 Q3	–	Sell	-685	Closed	-$74K	–	291
2017 Q2	$74K	Sell	685 -108	-14%	-$11K	0.01%	279
2017 Q1	$74K	Sell	793 -300	-27%	-$28.4K	0.01%	282
2016 Q4	$101K	Buy	1,093 +247	+29%	+$22.4K	0.01%	211
2016 Q3	$75K	Buy	846 +153	+22%	+$12.5K	0.01%	228
2016 Q2	$53K	Sell	693 -8	-1%	-$599	0.01%	254
2016 Q1	$54K	Buy	701 +116	+20%	+$7.78K	0.01%	245
2015 Q4	$40K	Hold	585	–	–	0.01%	269
2015 Q3	$38K	Hold	585	–	–	0.01%	251
2015 Q2	$50K	Sell	585 -235	-29%	-$20.2K	0.01%	249
2015 Q1	$66K	Buy	820 +235	+40%	+$19.5K	0.01%	217
2014 Q4	$54K	Hold	585	–	–	0.01%	226
2014 Q3	$58K	Hold	585	–	–	0.01%	199
2014 Q2	$64K	Sell	585 -95	-14%	-$9.97K	0.01%	198
2014 Q1	$68K	Sell	680 -113	-14%	-$10.7K	0.02%	184
2013 Q4	$72K	Sell	793 -37	-4%	-$3.16K	0.02%	200
2013 Q3	$69K	Sell	830 -534	-39%	-$45.2K	0.02%	165
2013 Q2	$113K	Buy	+1,364	New	+$116K	0.04%	125

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

Gradient Investments's CAT Position: Q2 2026 in Review

Gradient Investments increased its Caterpillar (CAT) stake by 19% in Q2 2026, buying an estimated $263K and bringing the position to 1,874 shares worth $2M. The position accounts for 0.03% of the portfolio, ranked #265.

Gradient Investments first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Gradient Investments held 1,874 shares of Caterpillar worth $2M as of Q2 2026.
Gradient Investments bought 299 Caterpillar shares in Q2 2026, an estimated $263K.
Caterpillar made up 0.03% of Gradient Investments's portfolio in Q2 2026, its #265 holding.
Gradient Investments first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.