Newman Dignan & Sheerar Inc’s Caterpillar CAT Stock Holding History

Newman Dignan & Sheerar Inc’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	$297K	Buy	+279	New	+$245K	0.06%	165
2020 Q1	–	Sell	-1,510	Closed	-$223	–	137
2019 Q4	$223	Buy	+1,510	New	+$211K	0.02%	153
2019 Q3	–	Sell	-1,510	Closed	-$206	–	149
2019 Q2	$206	Hold	1,510	–	–	0.01%	164
2019 Q1	$205K	Buy	+1,510	New	+$201K	0.08%	151
2018 Q4	–	Sell	-1,510	Closed	-$231K	–	144
2018 Q3	$231K	Buy	+1,510	New	+$214K	0.1%	145
2015 Q1	–	Sell	-3,144	Closed	-$288	–	151
2014 Q4	$288	Hold	3,144	–	–	0.17%	114
2014 Q3	$311K	Sell	3,144 -19	-0.6%	-$2.01K	0.23%	106
2014 Q2	$344	Buy	3,163 +400	+14%	+$42K	0.2%	106
2014 Q1	$275K	Hold	2,763	–	–	0.2%	117
2013 Q4	$251	Buy	2,763 +250	+10%	+$21.3K	0.01%	128
2013 Q3	$210K	Buy	+2,513	New	+$213K	0.16%	133

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

Newman Dignan & Sheerar Inc's CAT Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc opened a new position in Caterpillar (CAT) in Q2 2026: 279 shares worth $297K. The stake represents 0.06% of the portfolio and ranks #165 among its holdings. This is a return to the name: Newman Dignan & Sheerar Inc previously reported a position in CAT as recently as Q4 2019.

Newman Dignan & Sheerar Inc first reported a position in CAT in Q3 2013 and has held it in 11 quarters since. The position peaked at $311K in Q3 2014. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Newman Dignan & Sheerar Inc held 279 shares of Caterpillar worth $297K as of Q2 2026.
Caterpillar was a new Newman Dignan & Sheerar Inc position in Q2 2026.
Caterpillar made up 0.06% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #165 holding.
Newman Dignan & Sheerar Inc first reported a position in Caterpillar in Q3 2013 and has held it in 11 quarters since.
Newman Dignan & Sheerar Inc's Caterpillar position peaked at $311K in Q3 2014.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.