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CAT icon

Rebalance’s Caterpillar CAT Stock Holding History

Rebalance’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 		$832K Hold
781
– – 0.04% 66
2026
Q1 		$553K Sell
781
-60
-7% -$41.6K 0.03% 73
2025
Q4 		$482K Buy
841
+60
+8% +$33.3K 0.03% 77
2025
Q3 		$373K Hold
781
– – 0.02% 83
2025
Q2 		$303K Sell
781
-45
-5% -$15K 0.02% 84
2025
Q1 		$272K Sell
826
-121
-13% -$43.1K 0.02% 86
2024
Q4 		$344K Buy
947
+122
+15% +$47.3K 0.03% 85
2024
Q3 		$323K Hold
825
– – 0.02% 82
2024
Q2 		$275K Hold
825
– – 0.02% 80
2024
Q1 		$302K Hold
825
– – 0.02% 79
2023
Q4 		$244K Buy
+825
New +$214K 0.02% 83

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Rebalance's CAT Position: Q2 2026 in Review

Rebalance held its Caterpillar (CAT) position steady in Q2 2026 at 781 shares worth $832K. The position accounts for 0.04% of the portfolio, ranked #66.

Rebalance first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 1,994 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Rebalance held 781 shares of Caterpillar worth $832K as of Q2 2026.
  • Rebalance left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.04% of Rebalance's portfolio in Q2 2026, its #66 holding.
  • Rebalance first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
  • 1,994 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Rebalance's 13F filing for Q2 2026, filed 16 Jul 2026.