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Stewardship Advisors’s Caterpillar CAT Stock Holding History

Stewardship Advisors’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 		$351K Sell
330
-3
-0.9% -$2.63K 0.07% 124
2026
Q1 		$236K Buy
+333
New +$231K 0.05% 143

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
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

Stewardship Advisors's CAT Position: Q2 2026 in Review

Stewardship Advisors reduced its Caterpillar (CAT) stake by 0.9% in Q2 2026, selling an estimated $2.63K and leaving 330 shares worth $351K. The position accounts for 0.07% of the portfolio, ranked #124.

Stewardship Advisors first reported a position in CAT in Q1 2026 and has held it in 2 quarters since. 1,981 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Stewardship Advisors held 330 shares of Caterpillar worth $351K as of Q2 2026.
  • Stewardship Advisors sold 3 Caterpillar shares in Q2 2026, an estimated $2.63K.
  • Caterpillar made up 0.07% of Stewardship Advisors's portfolio in Q2 2026, its #124 holding.
  • Stewardship Advisors first reported a position in Caterpillar in Q1 2026 and has held it in 2 quarters since.
  • 1,981 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Stewardship Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.