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Secure Asset Management’s Caterpillar CAT Stock Holding History

Secure Asset Management’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 		$2.43M Buy
2,280
+29
+1% +$25.5K 0.34% 79
2026
Q1 		$1.6M Buy
2,251
+1,344
+148% +$931K 0.25% 101
2025
Q4 		$520K Buy
907
+156
+21% +$86.7K 0.08% 188
2025
Q3 		$361K Buy
751
+2
+0.3% +$854 0.06% 224
2025
Q2 		$291K Buy
+749
New +$250K 0.05% 251
2025
Q1 		– Sell
-1,040
Closed -$377K – 316
2024
Q4 		$377K Sell
1,040
-298
-22% -$116K 0.06% 228
2024
Q3 		$523K Sell
1,338
-101
-7% -$34.9K 0.09% 176
2024
Q2 		$479K Buy
1,439
+111
+8% +$38.5K 0.09% 166
2024
Q1 		$486K Buy
1,328
+151
+13% +$48.3K 0.11% 134
2023
Q4 		$348K Buy
1,177
+3
+0.3% +$778 0.09% 155
2023
Q3 		$320K Buy
+1,174
New +$318K 0.1% 153
2023
Q1 		– Sell
-942
Closed -$226K – 190
2022
Q4 		$226K Buy
+942
New +$205K 0.08% 177
2022
Q3 		– Sell
-1,133
Closed -$202K – 156
2022
Q2 		$202K Sell
1,133
-28
-2% -$5.9K 0.11% 161
2022
Q1 		$259K Sell
1,161
-12
-1% -$2.52K 0.12% 159
2021
Q4 		$242K Buy
1,173
+4
+0.3% +$805 0.1% 174
2021
Q3 		$225K Buy
1,169
+3
+0.3% +$625 0.11% 160
2021
Q2 		$254K Buy
1,166
+171
+17% +$39.5K 0.13% 152
2021
Q1 		$231K Buy
+995
New +$206K 0.13% 156

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

Secure Asset Management's CAT Position: Q2 2026 in Review

Secure Asset Management increased its Caterpillar (CAT) stake by 1.3% in Q2 2026, buying an estimated $25.5K and bringing the position to 2,280 shares worth $2.43M. The position accounts for 0.34% of the portfolio, ranked #79.

Secure Asset Management first reported a position in CAT in Q1 2021 and has held it in 18 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Secure Asset Management held 2,280 shares of Caterpillar worth $2.43M as of Q2 2026.
  • Secure Asset Management bought 29 Caterpillar shares in Q2 2026, an estimated $25.5K.
  • Caterpillar made up 0.34% of Secure Asset Management's portfolio in Q2 2026, its #79 holding.
  • Secure Asset Management first reported a position in Caterpillar in Q1 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 Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.