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Harold Davidson & Associates’s Caterpillar CAT Stock Holding History

Harold Davidson & 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 		$397K Hold
373
– – 0.17% 51
2026
Q1 		$264K Hold
373
– – 0.13% 57
2025
Q4 		$214K Buy
+373
New +$207K 0.09% 62

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
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
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

Harold Davidson & Associates's CAT Position: Q2 2026 in Review

Harold Davidson & Associates held its Caterpillar (CAT) position steady in Q2 2026 at 373 shares worth $397K. The position accounts for 0.17% of the portfolio, ranked #51.

Harold Davidson & Associates first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 1,928 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Harold Davidson & Associates held 373 shares of Caterpillar worth $397K as of Q2 2026.
  • Harold Davidson & Associates left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.17% of Harold Davidson & Associates's portfolio in Q2 2026, its #51 holding.
  • Harold Davidson & Associates first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 1,928 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Harold Davidson & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.