Great Lakes Retirement’s Caterpillar CAT Stock Holding History

Great Lakes Retirement’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	$8.63M	Buy	8,103 +78	+1%	+$68.5K	0.77%	40
2026 Q1	$5.69M	Buy	8,025 +238	+3%	+$165K	0.59%	38
2025 Q4	$4.46M	Buy	7,787 +391	+5%	+$217K	0.46%	48
2025 Q3	$3.53M	Buy	7,396 +412	+6%	+$176K	0.39%	52
2025 Q2	$2.71M	Buy	6,984 +291	+4%	+$97K	0.32%	69
2025 Q1	$2.21M	Buy	6,693 +330	+5%	+$118K	0.29%	84
2024 Q4	$2.31M	Buy	6,363 +116	+2%	+$45K	0.3%	79
2024 Q3	$2.44M	Buy	6,247 +690	+12%	+$238K	0.31%	74
2024 Q2	$1.85M	Buy	5,557 +473	+9%	+$164K	0.25%	83
2024 Q1	$1.86M	Buy	5,084 +181	+4%	+$57.8K	0.28%	76
2023 Q4	$1.45M	Buy	4,903 +298	+6%	+$77.3K	0.24%	84
2023 Q3	$1.26M	Buy	4,605 +607	+15%	+$165K	0.23%	93
2023 Q2	$984K	Buy	3,998 +151	+4%	+$33.7K	0.17%	121
2023 Q1	$880K	Buy	3,847 +270	+8%	+$65.3K	0.17%	123
2022 Q4	$857K	Buy	+3,577	New	+$779K	0.22%	79
2020 Q1	$456K	Sell	3,894 -738	-16%	-$94.3K	0.21%	70
2019 Q4	$684K	Buy	+4,632	New	+$646K	0.21%	95

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

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

Great Lakes Retirement's CAT Position: Q2 2026 in Review

Great Lakes Retirement increased its Caterpillar (CAT) stake by 0.97% in Q2 2026, buying an estimated $68.5K and bringing the position to 8,103 shares worth $8.63M. The position accounts for 0.77% of the portfolio, ranked #40.

Great Lakes Retirement first reported a position in CAT in Q4 2019 and has held it in 17 quarters since. 1,963 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Great Lakes Retirement held 8,103 shares of Caterpillar worth $8.63M as of Q2 2026.
Great Lakes Retirement bought 78 Caterpillar shares in Q2 2026, an estimated $68.5K.
Caterpillar made up 0.77% of Great Lakes Retirement's portfolio in Q2 2026, its #40 holding.
Great Lakes Retirement first reported a position in Caterpillar in Q4 2019 and has held it in 17 quarters since.
1,963 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Great Lakes Retirement's 13F filing for Q2 2026, filed 30 Jul 2026.