Laurie J. Hall Trustee’s Caterpillar CAT Stock Holding History

Laurie J. Hall Trustee’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	$1.82M	Hold	1,707	–	–	0.57%	49
2026 Q1	$1.21M	Hold	1,707	–	–	0.43%	60
2025 Q4	$978K	Sell	1,707 -46	-3%	-$25.6K	0.33%	62
2025 Q3	$836K	Sell	1,753 -150	-8%	-$64K	0.27%	65
2025 Q2	$739K	Sell	1,903 -830	-30%	-$277K	0.24%	67
2025 Q1	$901K	Sell	2,733 -47	-2%	-$16.7K	0.32%	64
2024 Q4	$1.01M	Sell	2,780 -500	-15%	-$194K	0.33%	64
2024 Q3	$1.28M	Buy	3,280 +2,000	+156%	+$691K	0.41%	60
2024 Q2	$426K	Hold	1,280	–	–	0.15%	82
2024 Q1	$469K	Hold	1,280	–	–	0.17%	76
2023 Q4	$378K	Sell	1,280 -50	-4%	-$13K	0.14%	83
2023 Q3	$363K	Hold	1,330	–	–	0.15%	78
2023 Q2	$327K	Hold	1,330	–	–	0.13%	83
2023 Q1	$305K	Hold	1,330	–	–	0.13%	86
2022 Q4	$319K	Hold	1,330	–	–	0.14%	85
2022 Q3	$218K	Hold	1,330	–	–	0.11%	94
2022 Q2	$237K	Sell	1,330 -25	-2%	-$5.27K	0.11%	94
2022 Q1	$302K	Hold	1,355	–	–	0.12%	92
2021 Q4	$280K	Hold	1,355	–	–	0.1%	98
2021 Q3	$260K	Hold	1,355	–	–	0.1%	94
2021 Q2	$295K	Sell	1,355 -50	-4%	-$11.5K	0.11%	94
2021 Q1	$326K	Hold	1,405	–	–	0.13%	91
2020 Q4	$256K	Hold	1,405	–	–	0.1%	100
2020 Q3	$209K	Buy	+1,405	New	+$197K	0.09%	104
2019 Q4	$220K	Hold	1,490	–	–	0.1%	101
2019 Q3	$189K	Hold	1,490	–	–	0.1%	110
2019 Q2	$203K	Hold	1,490	–	–	0.11%	108
2019 Q1	$202K	Hold	1,490	–	–	0.11%	106
2018 Q4	$197K	Hold	1,490	–	–	0.11%	104
2018 Q3	$227K	Hold	1,490	–	–	0.12%	101
2018 Q2	$202K	Hold	1,490	–	–	0.12%	103
2018 Q1	$220K	Sell	1,490 -100	-6%	-$15.8K	0.13%	90
2017 Q4	$251K	Hold	1,590	–	–	0.14%	90
2017 Q3	$198K	Hold	1,590	–	–	0.12%	91
2017 Q2	$171K	Sell	1,590 -150	-9%	-$15.2K	0.11%	98
2017 Q1	$164K	Hold	1,740	–	–	0.1%	101
2016 Q4	$162K	Buy	+1,740	New	+$158K	0.1%	103
2016 Q2	$143K	Hold	1,840	–	–	0.09%	110
2016 Q1	$144K	Hold	1,840	–	–	0.09%	109
2015 Q4	$120K	Buy	+1,840	New	+$129K	0.09%	109

Other funds holding CAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Laurie J. Hall Trustee's CAT Position: Q2 2026 in Review

Laurie J. Hall Trustee held its Caterpillar (CAT) position steady in Q2 2026 at 1,707 shares worth $1.82M. The position accounts for 0.57% of the portfolio, ranked #49.

Laurie J. Hall Trustee first reported a position in CAT in Q4 2015 and has held it in 40 quarters since. 736 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Laurie J. Hall Trustee held 1,707 shares of Caterpillar worth $1.82M as of Q2 2026.
Laurie J. Hall Trustee left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.57% of Laurie J. Hall Trustee's portfolio in Q2 2026, its #49 holding.
Laurie J. Hall Trustee first reported a position in Caterpillar in Q4 2015 and has held it in 40 quarters since.
736 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Laurie J. Hall Trustee's 13F filing for Q2 2026, filed 9 Jul 2026.