Scott & Selber Inc’s Caterpillar CAT Stock Holding History

Scott & Selber Inc’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	$586K	Hold	550	–	–	0.12%	75
2026 Q1	$390K	Hold	550	–	–	0.1%	81
2025 Q4	$315K	Hold	550	–	–	0.08%	84
2025 Q3	$262K	Hold	550	–	–	0.07%	88
2025 Q2	$214K	Buy	+550	New	+$183K	0.06%	88
2024 Q4	–	Sell	-550	Closed	-$215K	–	88
2024 Q3	$215K	Buy	+550	New	+$190K	0.07%	86
2021 Q3	–	Sell	-4,804	Closed	-$1.04M	–	102
2021 Q2	$1.04M	Sell	4,804 -5	-0.1%	-$1.16K	0.4%	93
2021 Q1	$1.11M	Buy	+4,809	New	+$996K	0.46%	83

Other funds holding CAT

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Scott & Selber Inc's CAT Position: Q2 2026 in Review

Scott & Selber Inc held its Caterpillar (CAT) position steady in Q2 2026 at 550 shares worth $586K. The position accounts for 0.12% of the portfolio, ranked #75.

Scott & Selber Inc first reported a position in CAT in Q1 2021 and has held it in 8 quarters since. The position peaked at $1.11M in Q1 2021. 1,301 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Scott & Selber Inc held 550 shares of Caterpillar worth $586K as of Q2 2026.
Scott & Selber Inc left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.12% of Scott & Selber Inc's portfolio in Q2 2026, its #75 holding.
Scott & Selber Inc first reported a position in Caterpillar in Q1 2021 and has held it in 8 quarters since.
Scott & Selber Inc's Caterpillar position peaked at $1.11M in Q1 2021.
1,301 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Scott & Selber Inc's 13F filing for Q2 2026, filed 8 Jul 2026.