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Relyea Zuckerberg Hanson’s Caterpillar CAT Stock Holding History

Relyea Zuckerberg Hanson’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 		$1.89M Buy
1,772
+41
+2% +$36K 0.16% 85
2026
Q1 		$1.23M Buy
1,731
+42
+2% +$29.1K 0.12% 89
2025
Q4 		$967K Buy
1,689
+74
+5% +$41.1K 0.1% 104
2025
Q3 		$770K Sell
1,615
-18
-1% -$7.68K 0.08% 121
2025
Q2 		$634K Sell
1,633
-49
-3% -$16.3K 0.07% 127
2025
Q1 		$555K Sell
1,682
-7
-0.4% -$2.49K 0.07% 131
2024
Q4 		$613K Buy
1,689
+108
+7% +$41.9K 0.08% 124
2024
Q3 		$618K Buy
1,581
+82
+5% +$28.3K 0.09% 116
2024
Q2 		$499K Buy
1,499
+67
+5% +$23.2K 0.08% 125
2024
Q1 		$525K Buy
1,432
+74
+5% +$23.7K 0.09% 121
2023
Q4 		$402K Buy
1,358
+72
+6% +$18.7K 0.08% 133
2023
Q3 		$351K Buy
1,286
+23
+2% +$6.24K 0.08% 135
2023
Q2 		$311K Buy
1,263
+14
+1% +$3.12K 0.07% 148
2023
Q1 		$286K Sell
1,249
-101
-7% -$24.4K 0.07% 144
2022
Q4 		$324K Buy
+1,350
New +$294K 0.09% 127
2022
Q3 		– Sell
-1,271
Closed -$227K – 144
2022
Q2 		$227K Sell
1,271
-73
-5% -$15.4K 0.08% 128
2022
Q1 		$293K Buy
1,344
+130
+11% +$27.3K 0.1% 130
2021
Q4 		$260K Buy
+1,214
New +$244K 0.09% 131

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

Relyea Zuckerberg Hanson's CAT Position: Q2 2026 in Review

Relyea Zuckerberg Hanson increased its Caterpillar (CAT) stake by 2.4% in Q2 2026, buying an estimated $36K and bringing the position to 1,772 shares worth $1.89M. The position accounts for 0.16% of the portfolio, ranked #85.

Relyea Zuckerberg Hanson first reported a position in CAT in Q4 2021 and has held it in 18 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Relyea Zuckerberg Hanson held 1,772 shares of Caterpillar worth $1.89M as of Q2 2026.
  • Relyea Zuckerberg Hanson bought 41 Caterpillar shares in Q2 2026, an estimated $36K.
  • Caterpillar made up 0.16% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #85 holding.
  • Relyea Zuckerberg Hanson first reported a position in Caterpillar in Q4 2021 and has held it in 18 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.