HI
CAT icon

Human Investing’s Caterpillar CAT Stock Holding History

Human Investing’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 		$720K Buy
676
+2
+0.3% +$1.76K 0.09% 54
2026
Q1 		$478K Buy
674
+18
+3% +$12.5K 0.07% 63
2025
Q4 		$376K Sell
656
-19
-3% -$10.6K 0.05% 71
2025
Q3 		$322K Buy
675
+24
+4% +$10.2K 0.05% 74
2025
Q2 		$253K Sell
651
-48
-7% -$16K 0.04% 82
2025
Q1 		$231K Buy
699
+123
+21% +$43.8K 0.04% 84
2024
Q4 		$209K Sell
576
-3
-0.5% -$1.16K 0.04% 93
2024
Q3 		$226K Buy
+579
New +$200K 0.04% 94
2024
Q2 		– Sell
-574
Closed -$210K – 95
2024
Q1 		$210K Buy
+574
New +$183K 0.04% 92
2021
Q2 		– Sell
-821
Closed -$190K – 126
2021
Q1 		$190K Sell
821
-426
-34% -$88.2K 0.05% 109
2020
Q4 		$227K Buy
1,247
+116
+10% +$19.7K 0.06% 105
2020
Q3 		$169K Sell
1,131
-1,140
-50% -$160K 0.06% 103
2020
Q2 		$287K Buy
2,271
+1,010
+80% +$120K 0.1% 94
2020
Q1 		$146K Sell
1,261
-821
-39% -$105K 0.06% 98
2019
Q4 		$308K Buy
2,082
+137
+7% +$19.1K 0.1% 97
2019
Q3 		$246K Sell
1,945
-210
-10% -$26.7K 0.09% 100
2019
Q2 		$294K Buy
2,155
+266
+14% +$35.1K 0.11% 97
2019
Q1 		$256K Buy
1,889
+31
+2% +$4.12K 0.1% 99
2018
Q4 		$236K Buy
+1,858
New +$242K 0.1% 107

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

Human Investing's CAT Position: Q2 2026 in Review

Human Investing increased its Caterpillar (CAT) stake by 0.3% in Q2 2026, buying an estimated $1.76K and bringing the position to 676 shares worth $720K. The position accounts for 0.09% of the portfolio, ranked #54.

Human Investing first reported a position in CAT in Q4 2018 and has held it in 19 quarters since. 1,988 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Human Investing held 676 shares of Caterpillar worth $720K as of Q2 2026.
  • Human Investing bought 2 Caterpillar shares in Q2 2026, an estimated $1.76K.
  • Caterpillar made up 0.09% of Human Investing's portfolio in Q2 2026, its #54 holding.
  • Human Investing first reported a position in Caterpillar in Q4 2018 and has held it in 19 quarters since.
  • 1,988 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Human Investing's 13F filing for Q2 2026, filed 20 Jul 2026.