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J. Derek Lewis & Associates’s Caterpillar CAT Stock Holding History

J. Derek Lewis & 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 		$823K Buy
773
+17
+2% +$14.9K 0.16% 85
2026
Q1 		$536K Sell
756
-17
-2% -$11.8K 0.12% 97
2025
Q4 		$443K Buy
+773
New +$430K 0.1% 104

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

J. Derek Lewis & Associates's CAT Position: Q2 2026 in Review

J. Derek Lewis & Associates increased its Caterpillar (CAT) stake by 2.2% in Q2 2026, buying an estimated $14.9K and bringing the position to 773 shares worth $823K. The position accounts for 0.16% of the portfolio, ranked #85.

J. Derek Lewis & Associates first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 2,716 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • J. Derek Lewis & Associates held 773 shares of Caterpillar worth $823K as of Q2 2026.
  • J. Derek Lewis & Associates bought 17 Caterpillar shares in Q2 2026, an estimated $14.9K.
  • Caterpillar made up 0.16% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #85 holding.
  • J. Derek Lewis & Associates first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 2,716 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.