Proffitt & Goodson’s Caterpillar CAT Stock Holding History

Proffitt & Goodson’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	$426K	Hold	400	–	–	0.06%	106
2026 Q1	$283K	Hold	400	–	–	0.04%	109
2025 Q4	$229K	Buy	+400	New	+$222K	0.03%	112
2024 Q2	–	Sell	-6	Closed	-$2.02K	–	279
2024 Q1	$2.02K	Hold	6	–	–	﹤0.01%	218
2023 Q4	$1.63K	Hold	6	–	–	﹤0.01%	211
2023 Q3	$1.5K	Hold	6	–	–	﹤0.01%	218
2023 Q2	$1.35K	Hold	6	–	–	﹤0.01%	220
2023 Q1	$1.26K	Hold	6	–	–	﹤0.01%	226
2022 Q4	$1.32K	Hold	6	–	–	﹤0.01%	227
2022 Q3	$1K	Hold	6	–	–	﹤0.01%	235
2022 Q2	$1K	Hold	6	–	–	﹤0.01%	249
2022 Q1	$1K	Sell	6 -1	-14%	-$210	﹤0.01%	264
2021 Q4	$1K	Hold	7	–	–	﹤0.01%	241
2021 Q3	$1K	Buy	+7	New	+$1.46K	﹤0.01%	240
2018 Q4	–	Sell	-16	Closed	-$2K	–	183
2018 Q3	$2K	Buy	+16	New	+$2.26K	﹤0.01%	147

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

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

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

Proffitt & Goodson's CAT Position: Q2 2026 in Review

Proffitt & Goodson held its Caterpillar (CAT) position steady in Q2 2026 at 400 shares worth $426K. The position accounts for 0.06% of the portfolio, ranked #106.

Proffitt & Goodson first reported a position in CAT in Q3 2018 and has held it in 15 quarters since. 1,966 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Proffitt & Goodson held 400 shares of Caterpillar worth $426K as of Q2 2026.
Proffitt & Goodson left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.06% of Proffitt & Goodson's portfolio in Q2 2026, its #106 holding.
Proffitt & Goodson first reported a position in Caterpillar in Q3 2018 and has held it in 15 quarters since.
1,966 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Proffitt & Goodson's 13F filing for Q2 2026, filed 22 Jul 2026.