Nelson Capital Management’s Caterpillar CAT Stock Holding History

Nelson Capital Management’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	$717K	Buy	673 +135	+25%	+$119K	0.08%	78
2026 Q1	$381K	Hold	538	–	–	0.05%	92
2025 Q4	$308K	Buy	538 +37	+7%	+$20.6K	0.04%	99
2025 Q3	$239K	Buy	+501	New	+$214K	0.03%	103
2019 Q4	–	Sell	-566	Closed	-$71K	–	127
2019 Q3	$71K	Hold	566	–	–	0.02%	125
2019 Q2	$77K	Hold	566	–	–	0.02%	127
2019 Q1	$77K	Hold	566	–	–	0.02%	115
2018 Q4	$72K	Hold	566	–	–	0.02%	113
2018 Q3	$86K	Hold	566	–	–	0.02%	107
2018 Q2	$77K	Hold	566	–	–	0.02%	112
2018 Q1	$83K	Hold	566	–	–	0.02%	112
2017 Q4	$89K	Hold	566	–	–	0.03%	107
2017 Q3	$71K	Hold	566	–	–	0.02%	113
2017 Q2	$61K	Hold	566	–	–	0.02%	119
2017 Q1	$53K	Hold	566	–	–	0.02%	121
2016 Q4	$52K	Buy	+566	New	+$51.3K	0.02%	118
2016 Q3	–	Sell	-566	Closed	-$43K	–	251
2016 Q2	$43K	Buy	566 +350	+162%	+$26.2K	0.02%	122
2016 Q1	$17K	Hold	216	–	–	0.01%	175
2015 Q4	$15K	Hold	216	–	–	0.01%	175
2015 Q3	$14K	Hold	216	–	–	0.01%	181
2015 Q2	$18K	Hold	216	–	–	0.01%	185
2015 Q1	$17K	Hold	216	–	–	0.01%	183
2014 Q4	$20K	Hold	216	–	–	0.01%	181
2014 Q3	$21K	Hold	216	–	–	0.01%	184
2014 Q2	$23K	Hold	216	–	–	0.01%	177
2014 Q1	$21K	Hold	216	–	–	0.01%	158
2013 Q4	$20K	Hold	216	–	–	0.01%	146
2013 Q3	$18K	Hold	216	–	–	0.01%	146
2013 Q2	$18K	Buy	+216	New	+$18.4K	0.01%	144

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

Nelson Capital Management's CAT Position: Q2 2026 in Review

Nelson Capital Management increased its Caterpillar (CAT) stake by 25% in Q2 2026, buying an estimated $119K and bringing the position to 673 shares worth $717K. The position accounts for 0.08% of the portfolio, ranked #78.

Nelson Capital Management first reported a position in CAT in Q2 2013 and has held it in 29 quarters since. 1,989 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Nelson Capital Management held 673 shares of Caterpillar worth $717K as of Q2 2026.
Nelson Capital Management bought 135 Caterpillar shares in Q2 2026, an estimated $119K.
Caterpillar made up 0.08% of Nelson Capital Management's portfolio in Q2 2026, its #78 holding.
Nelson Capital Management first reported a position in Caterpillar in Q2 2013 and has held it in 29 quarters since.
1,989 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Nelson Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.