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Samalin Investment Counsel’s Caterpillar CAT Stock Holding History

Samalin Investment Counsel’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 		$258K Sell
242
-49
-17% -$43K 0.08% 269
2026
Q1 		$206K Buy
+291
New +$202K 0.07% 287
2020
Q1 		– Sell
-71
Closed -$10K – 193
2019
Q4 		$10K Buy
+71
New +$9.91K 0.01% 434

Other funds holding CAT

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
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
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Samalin Investment Counsel's CAT Position: Q2 2026 in Review

Samalin Investment Counsel reduced its Caterpillar (CAT) stake by 17% in Q2 2026, selling an estimated $43K and leaving 242 shares worth $258K. The position accounts for 0.08% of the portfolio, ranked #269.

Samalin Investment Counsel first reported a position in CAT in Q4 2019 and has held it in 3 quarters since. 1,773 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Samalin Investment Counsel held 242 shares of Caterpillar worth $258K as of Q2 2026.
  • Samalin Investment Counsel sold 49 Caterpillar shares in Q2 2026, an estimated $43K.
  • Caterpillar made up 0.08% of Samalin Investment Counsel's portfolio in Q2 2026, its #269 holding.
  • Samalin Investment Counsel first reported a position in Caterpillar in Q4 2019 and has held it in 3 quarters since.
  • 1,773 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.