Sound Income Strategies’s Caterpillar CAT Stock Holding History

Sound Income Strategies’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	$3.39M	Buy	3,182 +156	+5%	+$137K	0.15%	134
2026 Q1	$2.21M	Buy	3,026 +35	+1%	+$24.2K	0.11%	138
2025 Q4	$1.94M	Buy	2,991 +849	+40%	+$472K	0.09%	143
2025 Q3	$1.07M	Sell	2,142 -84	-4%	-$35.9K	0.06%	154
2025 Q2	$864K	Buy	2,226 +618	+38%	+$206K	0.05%	157
2025 Q1	$530K	Sell	1,608 -256	-14%	-$91.2K	0.03%	184
2024 Q4	$676K	Buy	1,864 +161	+9%	+$62.4K	0.04%	155
2024 Q3	$666K	Sell	1,703 -12	-0.7%	-$4.14K	0.04%	152
2024 Q2	$571K	Sell	1,715 -185	-10%	-$64.1K	0.04%	154
2024 Q1	$696K	Buy	1,900 +485	+34%	+$155K	0.05%	141
2023 Q4	$418K	Buy	1,415 +175	+14%	+$45.4K	0.03%	145
2023 Q3	$339K	Hold	1,240	–	–	0.03%	129
2023 Q2	$305K	Hold	1,240	–	–	0.03%	127
2023 Q1	$284K	Sell	1,240 -42	-3%	-$10.2K	0.03%	129
2022 Q4	$307K	Buy	1,282 +596	+87%	+$130K	0.04%	118
2022 Q3	$113K	Sell	686 -2	-0.3%	-$365	0.02%	162
2022 Q2	$123K	Hold	688	–	–	0.02%	156
2022 Q1	$153K	Buy	688 +5	+0.7%	+$1.05K	0.02%	148
2021 Q4	$141K	Buy	683 +11	+2%	+$2.21K	0.02%	155
2021 Q3	$129K	Sell	672 -4	-0.6%	-$833	0.02%	156
2021 Q2	$147K	Sell	676 -48	-7%	-$11.1K	0.02%	152
2021 Q1	$168K	Buy	724 +487	+205%	+$101K	0.03%	133
2020 Q4	$43K	Hold	237	–	–	0.01%	222
2020 Q3	$35K	Hold	237	–	–	0.01%	213
2020 Q2	$30K	Buy	237 +1	+0.4%	+$119	0.01%	214
2020 Q1	$27K	Sell	236 -72	-23%	-$9.2K	0.01%	200
2019 Q4	$45K	Sell	308 -57	-16%	-$7.96K	0.01%	139
2019 Q3	$46K	Sell	365 -13	-3%	-$1.65K	0.01%	125
2019 Q2	$52K	Buy	378 +72	+24%	+$9.51K	0.02%	119
2019 Q1	$41K	Sell	306 -359	-54%	-$47.7K	0.02%	144
2018 Q4	$85K	Hold	665	–	–	0.04%	93
2018 Q3	$101K	Buy	665 +429	+182%	+$60.7K	0.05%	79
2018 Q2	$32K	Buy	236 +2	+0.9%	+$299	0.02%	159
2018 Q1	$34K	Sell	234 -25	-10%	-$3.95K	0.02%	147
2017 Q4	$40K	Buy	+259	New	+$35.9K	0.03%	101

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sound Income Strategies's CAT Position: Q2 2026 in Review

Sound Income Strategies increased its Caterpillar (CAT) stake by 5.2% in Q2 2026, buying an estimated $137K and bringing the position to 3,182 shares worth $3.39M. The position accounts for 0.15% of the portfolio, ranked #134.

Sound Income Strategies first reported a position in CAT in Q4 2017 and has held it in 35 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Sound Income Strategies held 3,182 shares of Caterpillar worth $3.39M as of Q2 2026.
Sound Income Strategies bought 156 Caterpillar shares in Q2 2026, an estimated $137K.
Caterpillar made up 0.15% of Sound Income Strategies's portfolio in Q2 2026, its #134 holding.
Sound Income Strategies first reported a position in Caterpillar in Q4 2017 and has held it in 35 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.