McBroom & Associates’s Caterpillar CAT Stock Holding History

McBroom & 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	$1.65M	Sell	1,550 -256	-14%	-$225K	0.83%	26
2026 Q1	$1.28M	Hold	1,806	–	–	0.71%	27
2025 Q4	$1.03M	Hold	1,806	–	–	0.5%	29
2025 Q3	$862K	Hold	1,806	–	–	0.41%	29
2025 Q2	$596K	Hold	1,806	–	–	0.34%	33
2025 Q1	$596K	Hold	1,806	–	–	0.34%	33
2024 Q4	$655K	Hold	1,806	–	–	0.37%	30
2024 Q3	$706K	Hold	1,806	–	–	0.43%	26
2024 Q2	$602K	Hold	1,806	–	–	0.38%	28
2024 Q1	$662K	Sell	1,806 -294	-14%	-$94K	0.44%	28
2023 Q4	$621K	Sell	2,100 -4	-0.2%	-$1.04K	0.45%	28
2023 Q3	$574K	Buy	2,104 +4	+0.2%	+$1.08K	0.46%	32
2023 Q2	$517K	Hold	2,100	–	–	0.41%	31
2023 Q1	$481K	Hold	2,100	–	–	0.43%	30
2022 Q4	$503K	Sell	2,100 -41	-2%	-$8.93K	0.55%	29
2022 Q3	$351K	Buy	+2,141	New	+$391K	0.4%	29

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

McBroom & Associates's CAT Position: Q2 2026 in Review

McBroom & Associates reduced its Caterpillar (CAT) stake by 14% in Q2 2026, selling an estimated $225K and leaving 1,550 shares worth $1.65M. The position accounts for 0.83% of the portfolio, ranked #26.

McBroom & Associates first reported a position in CAT in Q3 2022 and has held it in 16 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

McBroom & Associates held 1,550 shares of Caterpillar worth $1.65M as of Q2 2026.
McBroom & Associates sold 256 Caterpillar shares in Q2 2026, an estimated $225K.
Caterpillar made up 0.83% of McBroom & Associates's portfolio in Q2 2026, its #26 holding.
McBroom & Associates first reported a position in Caterpillar in Q3 2022 and has held it in 16 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on McBroom & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.