Spirit of America Management Corp’s Caterpillar CAT Stock Holding History

Spirit of America Management Corp’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	$11.9M	Hold	11,190	–	–	2.25%	3
2026 Q1	$7.93M	Buy	11,190 +100	+0.9%	+$69.3K	1.56%	14
2025 Q4	$6.35M	Hold	11,090	–	–	1.35%	16
2025 Q3	$5.29M	Hold	11,090	–	–	1.06%	25
2025 Q2	$4.31M	Hold	11,090	–	–	0.9%	34
2025 Q1	$3.66M	Sell	11,090 -300	-3%	-$107K	0.74%	34
2024 Q4	$4.13M	Sell	11,390 -100	-0.9%	-$38.8K	0.84%	33
2024 Q3	$4.49M	Hold	11,490	–	–	0.9%	33
2024 Q2	$3.83M	Hold	11,490	–	–	0.78%	30
2024 Q1	$4.21M	Hold	11,490	–	–	0.85%	28
2023 Q4	$3.4M	Hold	11,490	–	–	0.75%	32
2023 Q3	$3.14M	Hold	11,490	–	–	0.71%	32
2023 Q2	$2.83M	Buy	11,490 +150	+1%	+$33.4K	0.64%	42
2023 Q1	$2.6M	Sell	11,340 -700	-6%	-$169K	0.58%	42
2022 Q4	$2.88M	Buy	12,040 +400	+3%	+$87.1K	0.65%	36
2022 Q3	$1.91M	Hold	11,640	–	–	0.45%	62
2022 Q2	$2.08M	Buy	11,640 +265	+2%	+$55.8K	0.47%	59
2022 Q1	$2.54M	Buy	11,375 +450	+4%	+$94.4K	0.5%	62
2021 Q4	$2.26M	Hold	10,925	–	–	0.45%	67
2021 Q3	$2.1M	Hold	10,925	–	–	0.45%	63
2021 Q2	$2.38M	Hold	10,925	–	–	0.51%	58
2021 Q1	$2.53M	Hold	10,925	–	–	0.6%	48
2020 Q4	$1.99M	Hold	10,925	–	–	0.5%	58
2020 Q3	$1.63M	Hold	10,925	–	–	0.44%	67
2020 Q2	$1.38M	Hold	10,925	–	–	0.35%	78
2020 Q1	$1.27M	Buy	10,925 +150	+1%	+$19.2K	0.41%	68
2019 Q4	$1.59M	Buy	10,775 +700	+7%	+$97.7K	0.28%	87
2019 Q3	$1.27M	Hold	10,075	–	–	0.21%	107
2019 Q2	$1.37M	Hold	10,075	–	–	0.21%	99
2019 Q1	$1.36M	Buy	10,075 +375	+4%	+$49.8K	0.2%	99
2018 Q4	$1.23M	Hold	9,700	–	–	0.19%	103
2018 Q3	$1.48M	Hold	9,700	–	–	0.18%	104
2018 Q2	$1.32M	Hold	9,700	–	–	0.16%	113
2018 Q1	$1.43M	Buy	9,700 +350	+4%	+$55.3K	0.19%	103
2017 Q4	$1.47M	Hold	9,350	–	–	0.16%	110
2017 Q3	$1.17M	Hold	9,350	–	–	0.12%	125
2017 Q2	$1M	Hold	9,350	–	–	0.11%	133
2017 Q1	$867K	Hold	9,350	–	–	0.09%	139
2016 Q4	$867K	Buy	9,350 +3,900	+72%	+$353K	0.1%	142
2016 Q3	$484K	Buy	5,450 +2,450	+82%	+$200K	0.06%	208
2016 Q2	$227K	Hold	3,000	–	–	0.03%	270
2016 Q1	$230K	Hold	3,000	–	–	0.04%	266
2015 Q4	$204K	Hold	3,000	–	–	0.04%	270
2015 Q3	$196K	Hold	3,000	–	–	0.04%	274
2015 Q2	$254K	Hold	3,000	–	–	0.05%	270
2015 Q1	$240K	Hold	3,000	–	–	0.05%	269
2014 Q4	$275K	Hold	3,000	–	–	0.07%	251
2014 Q3	$297K	Hold	3,000	–	–	0.09%	240
2014 Q2	$326K	Hold	3,000	–	–	0.13%	193
2014 Q1	$298K	Buy	+3,000	New	+$283K	0.12%	201
2013 Q4	–	Sell	-3,000	Closed	-$250K	–	97
2013 Q3	$250K	Sell	3,000 -3,000	-50%	-$254K	0.09%	219
2013 Q2	$495K	Buy	+6,000	New	+$510K	0.18%	163

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Spirit of America Management Corp's CAT Position: Q2 2026 in Review

Spirit of America Management Corp held its Caterpillar (CAT) position steady in Q2 2026 at 11,190 shares worth $11.9M. The position accounts for 2.25% of the portfolio, ranked #3.

Spirit of America Management Corp first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. 2,891 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Spirit of America Management Corp held 11,190 shares of Caterpillar worth $11.9M as of Q2 2026.
Spirit of America Management Corp left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 2.25% of Spirit of America Management Corp's portfolio in Q2 2026, its #3 holding.
Spirit of America Management Corp first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
2,891 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.