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Roble Belko & Company’s Caterpillar CAT Stock Holding History

Roble Belko & Company’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 		$830K Hold
779
– – 0.09% 70
2026
Q1 		$552K Sell
779
-112
-13% -$77.6K 0.07% 80
2025
Q4 		$511K Buy
891
+754
+550% +$419K 0.07% 81
2025
Q3 		$65K Buy
137
+26
+23% +$11.1K 0.01% 162
2025
Q2 		$43K Hold
111
– – 0.01% 185
2025
Q1 		$37K Buy
+111
New +$39.5K 0.01% 186

Other funds holding CAT

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
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
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

Roble Belko & Company's CAT Position: Q2 2026 in Review

Roble Belko & Company held its Caterpillar (CAT) position steady in Q2 2026 at 779 shares worth $830K. The position accounts for 0.09% of the portfolio, ranked #70.

Roble Belko & Company first reported a position in CAT in Q1 2025 and has held it in 6 quarters since. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Roble Belko & Company held 779 shares of Caterpillar worth $830K as of Q2 2026.
  • Roble Belko & Company left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.09% of Roble Belko & Company's portfolio in Q2 2026, its #70 holding.
  • Roble Belko & Company first reported a position in Caterpillar in Q1 2025 and has held it in 6 quarters since.
  • 1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.