Owen LaRue’s Caterpillar CAT Stock Holding History

Owen LaRue’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	$525K	Sell	493 -9	-2%	-$7.91K	0.18%	91
2026 Q1	$356K	Buy	502 +1	+0.2%	+$693	0.14%	102
2025 Q4	$287K	Sell	501 -11	-2%	-$6.11K	0.11%	100
2025 Q3	$244K	Buy	+512	New	+$219K	0.1%	101
2024 Q1	–	Sell	-701	Closed	-$207K	–	91
2023 Q4	$207K	Buy	+701	New	+$182K	0.2%	69

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Owen LaRue's CAT Position: Q2 2026 in Review

Owen LaRue reduced its Caterpillar (CAT) stake by 1.8% in Q2 2026, selling an estimated $7.91K and leaving 493 shares worth $525K. The position accounts for 0.18% of the portfolio, ranked #91.

Owen LaRue first reported a position in CAT in Q4 2023 and has held it in 5 quarters since. 1,380 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Owen LaRue held 493 shares of Caterpillar worth $525K as of Q2 2026.
Owen LaRue sold 9 Caterpillar shares in Q2 2026, an estimated $7.91K.
Caterpillar made up 0.18% of Owen LaRue's portfolio in Q2 2026, its #91 holding.
Owen LaRue first reported a position in Caterpillar in Q4 2023 and has held it in 5 quarters since.
1,380 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Owen LaRue's 13F filing for Q2 2026, filed 22 Jul 2026.