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L. Roy Papp & Associates’s Caterpillar CAT Stock Holding History

L. Roy Papp & 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 		$5.74M Buy
5,387
+270
+5% +$237K 0.6% 41
2026
Q1 		$3.63M Sell
5,117
-1
-0% -$693 0.42% 47
2025
Q4 		$2.93M Buy
5,118
+136
+3% +$75.6K 0.32% 53
2025
Q3 		$2.38M Hold
4,982
– – 0.27% 62
2025
Q2 		$1.93M Hold
4,982
– – 0.23% 71
2025
Q1 		$1.64M Hold
4,982
– – 0.2% 74
2024
Q4 		$1.81M Hold
4,982
– – 0.21% 70
2024
Q3 		$1.95M Sell
4,982
-250
-5% -$86.3K 0.24% 71
2024
Q2 		$1.74M Sell
5,232
-200
-4% -$69.3K 0.21% 75
2024
Q1 		$1.99M Sell
5,432
-2,000
-27% -$639K 0.24% 69
2023
Q4 		$2.2M Hold
7,432
– – 0.27% 66
2023
Q3 		$2.03M Buy
7,432
+470
+7% +$128K 0.27% 66
2023
Q2 		$1.71M Sell
6,962
-248
-3% -$55.3K 0.22% 72
2023
Q1 		$1.65M Hold
7,210
– – 0.22% 77
2022
Q4 		$1.73M Sell
7,210
-44
-0.6% -$9.58K 0.24% 74
2022
Q3 		$1.19M Hold
7,254
– – 0.18% 82
2022
Q2 		$1.3M Buy
7,254
+44
+0.6% +$9.27K 0.19% 83
2022
Q1 		$1.61M Buy
7,210
+15
+0.2% +$3.15K 0.2% 82
2021
Q4 		$1.49M Sell
7,195
-2,015
-22% -$406K 0.17% 85
2021
Q3 		$1.77M Buy
9,210
+200
+2% +$41.7K 0.22% 80
2021
Q2 		$1.96M Hold
9,010
– – 0.25% 74
2021
Q1 		$2.09M Sell
9,010
-2,660
-23% -$551K 0.3% 69
2020
Q4 		$2.12M Buy
11,670
+180
+2% +$30.5K 0.24% 72
2020
Q3 		$1.71M Buy
11,490
+800
+7% +$112K 0.22% 74
2020
Q2 		$1.35M Sell
10,690
-1,150
-10% -$136K 0.19% 83
2020
Q1 		$1.37M Sell
11,840
-72
-0.6% -$9.2K 0.25% 75
2019
Q4 		$1.76M Sell
11,912
-78
-0.7% -$10.9K 0.25% 74
2019
Q3 		$1.51M Hold
11,990
– – 0.24% 84
2019
Q2 		$1.63M Buy
11,990
+950
+9% +$126K 0.26% 78
2019
Q1 		$1.5M Sell
11,040
-250
-2% -$33.2K 0.27% 70
2018
Q4 		$1.44M Buy
11,290
+250
+2% +$32.5K 0.3% 67
2018
Q3 		$1.68M Sell
11,040
-1,500
-12% -$212K 0.3% 66
2018
Q2 		$1.7M Hold
12,540
– – 0.32% 64
2018
Q1 		$1.85M Sell
12,540
-2,445
-16% -$386K 0.35% 64
2017
Q4 		$2.36M Buy
14,985
+31
+0.2% +$4.3K 0.47% 51
2017
Q3 		$1.86M Sell
14,954
-2,000
-12% -$230K 0.4% 55
2017
Q2 		$1.82M Sell
16,954
-13
-0.1% -$1.32K 0.39% 58
2017
Q1 		$1.57M Sell
16,967
-1,015
-6% -$96.1K 0.36% 60
2016
Q4 		$1.67M Sell
17,982
-2,686
-13% -$243K 0.38% 57
2016
Q3 		$1.83M Sell
20,668
-69
-0.3% -$5.64K 0.43% 57
2016
Q2 		$1.57M Sell
20,737
-1,300
-6% -$97.4K 0.37% 60
2016
Q1 		$1.69M Sell
22,037
-950
-4% -$63.7K 0.4% 60
2015
Q4 		$1.56M Sell
22,987
-9,217
-29% -$644K 0.38% 61
2015
Q3 		$2.1M Sell
32,204
-229
-0.7% -$17.5K 0.52% 48
2015
Q2 		$2.75M Hold
32,433
– – 0.63% 43
2015
Q1 		$2.6M Sell
32,433
-51
-0.2% -$4.24K 0.57% 44
2014
Q4 		$2.97M Buy
32,484
+453
+1% +$44.1K 0.65% 39
2014
Q3 		$3.17M Sell
32,031
-187
-0.6% -$19.8K 0.73% 38
2014
Q2 		$3.5M Hold
32,218
– – 0.79% 34
2014
Q1 		$3.2M Sell
32,218
-85
-0.3% -$8.02K 0.75% 34
2013
Q4 		$2.93M Buy
32,303
+67
+0.2% +$5.72K 0.63% 41
2013
Q3 		$2.69M Sell
32,236
-17
-0.1% -$1.44K 0.64% 41
2013
Q2 		$2.66M Buy
+32,253
New +$2.74M 0.66% 40

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

L. Roy Papp & Associates's CAT Position: Q2 2026 in Review

L. Roy Papp & Associates increased its Caterpillar (CAT) stake by 5.3% in Q2 2026, buying an estimated $237K and bringing the position to 5,387 shares worth $5.74M. The position accounts for 0.6% of the portfolio, ranked #41.

L. Roy Papp & Associates first reported a position in CAT in Q2 2013 and has held it in 53 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • L. Roy Papp & Associates held 5,387 shares of Caterpillar worth $5.74M as of Q2 2026.
  • L. Roy Papp & Associates bought 270 Caterpillar shares in Q2 2026, an estimated $237K.
  • Caterpillar made up 0.6% of L. Roy Papp & Associates's portfolio in Q2 2026, its #41 holding.
  • L. Roy Papp & Associates first reported a position in Caterpillar in Q2 2013 and has held it in 53 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on L. Roy Papp & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.