Leelyn Smith’s Caterpillar CAT Stock Holding History

Leelyn Smith’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	$6.14M	Buy	5,765 +295	+5%	+$259K	0.75%	32
2026 Q1	$3.88M	Buy	+5,470	New	+$3.79M	0.54%	50
2023 Q1	–	Sell	-215	Closed	-$51.5K	–	153
2022 Q4	$51.5K	Sell	215 -1	-0.5%	-$218	0.01%	179
2022 Q3	$35K	Hold	216	–	–	0.01%	176
2022 Q2	$39K	Buy	216 +73	+51%	+$15.4K	0.01%	205
2022 Q1	$32K	Hold	143	–	–	0.01%	216
2021 Q4	$30K	Hold	143	–	–	0.01%	222
2021 Q3	$27K	Hold	143	–	–	0.01%	220
2021 Q2	$31K	Hold	143	–	–	0.01%	212
2021 Q1	$33K	Buy	143 +1	+0.7%	+$207	0.01%	217
2020 Q4	$26K	Hold	142	–	–	0.01%	219
2020 Q3	$21K	Sell	142 -1	-0.7%	-$140	0.01%	222
2020 Q2	$18K	Hold	143	–	–	0.01%	276
2020 Q1	$17K	Hold	143	–	–	0.01%	212
2019 Q4	$21	Buy	+143	New	+$20K	0.01%	221

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Leelyn Smith's CAT Position: Q2 2026 in Review

Leelyn Smith increased its Caterpillar (CAT) stake by 5.4% in Q2 2026, buying an estimated $259K and bringing the position to 5,765 shares worth $6.14M. The position accounts for 0.75% of the portfolio, ranked #32.

Leelyn Smith first reported a position in CAT in Q4 2019 and has held it in 15 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Leelyn Smith held 5,765 shares of Caterpillar worth $6.14M as of Q2 2026.
Leelyn Smith bought 295 Caterpillar shares in Q2 2026, an estimated $259K.
Caterpillar made up 0.75% of Leelyn Smith's portfolio in Q2 2026, its #32 holding.
Leelyn Smith first reported a position in Caterpillar in Q4 2019 and has held it in 15 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Leelyn Smith's 13F filing for Q2 2026, filed 24 Jul 2026.