Lipe & Dalton’s Caterpillar CAT Stock Holding History

Lipe & Dalton’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	$20K	Hold	19	–	–	0.01%	92
2026 Q1	$13K	Buy	+19	New	+$13.2K	0.01%	90

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

Lipe & Dalton's CAT Position: Q2 2026 in Review

Lipe & Dalton held its Caterpillar (CAT) position steady in Q2 2026 at 19 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #92.

Lipe & Dalton first reported a position in CAT in Q1 2026 and has held it in 2 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Lipe & Dalton held 19 shares of Caterpillar worth $20K as of Q2 2026.
Lipe & Dalton left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.01% of Lipe & Dalton's portfolio in Q2 2026, its #92 holding.
Lipe & Dalton first reported a position in Caterpillar in Q1 2026 and has held it in 2 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Lipe & Dalton's 13F filing for Q2 2026, filed 14 Jul 2026.