Strategic Blueprint
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Strategic Blueprint’s Caterpillar CAT Stock Holding History

Strategic Blueprint’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
Q3 		$3.18M Buy
3,918
+280
+8% +$237K 0.16% 139
2026
Q2 		$3.87M Buy
3,638
+125
+4% +$110K 0.19% 122
2026
Q1 		$2.49M Sell
3,513
-220
-6% -$152K 0.14% 154
2025
Q4 		$2.14M Sell
3,733
-93
-2% -$51.7K 0.13% 165
2025
Q3 		$1.83M Buy
3,826
+162
+4% +$69.2K 0.08% 220
2025
Q2 		$1.42M Sell
3,664
-82
-2% -$27.3K 0.07% 245
2025
Q1 		$1.24M Buy
3,746
+212
+6% +$75.5K 0.07% 247
2024
Q4 		$1.28M Sell
3,534
-11
-0.3% -$4.27K 0.08% 218
2024
Q3 		$1.39M Sell
3,545
-497
-12% -$172K 0.09% 197
2024
Q2 		$1.35M Sell
4,042
-348
-8% -$121K 0.09% 198
2024
Q1 		$1.61M Buy
4,390
+19
+0.4% +$6.07K 0.11% 171
2023
Q4 		$1.29M Buy
4,371
+21
+0.5% +$5.45K 0.11% 185
2023
Q3 		$1.19M Sell
4,350
-73
-2% -$19.8K 0.11% 179
2023
Q2 		$1.09M Buy
4,423
+452
+11% +$101K 0.1% 185
2023
Q1 		$909K Buy
3,971
+231
+6% +$55.8K 0.09% 206
2022
Q4 		$896K Sell
3,740
-78
-2% -$17K 0.1% 200
2022
Q3 		$626K Buy
3,818
+156
+4% +$28.5K 0.08% 249
2022
Q2 		$655K Buy
3,662
+335
+10% +$70.6K 0.08% 237
2022
Q1 		$741K Buy
3,327
+299
+10% +$62.7K 0.09% 224
2021
Q4 		$626K Buy
3,028
+344
+13% +$69.3K 0.08% 238
2021
Q3 		$515K Sell
2,684
-78
-3% -$16.2K 0.08% 232
2021
Q2 		$601K Buy
2,762
+744
+37% +$172K 0.09% 209
2021
Q1 		$468K Buy
+2,018
New +$418K 0.1% 177
2019
Q4 		– Sell
-17
Closed -$2K – 141
2019
Q3 		$2K Buy
+17
New +$2.16K ﹤0.01% 389

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Strategic Blueprint's CAT Position: Q3 2026 in Review

Strategic Blueprint increased its Caterpillar (CAT) stake by 7.7% in Q3 2026, buying an estimated $237K and bringing the position to 3,918 shares worth $3.18M. The position accounts for 0.16% of the portfolio, ranked #139.

Strategic Blueprint first reported a position in CAT in Q3 2019 and has held it in 24 quarters since. The position peaked at $3.87M in Q2 2026. 1,772 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Strategic Blueprint held 3,918 shares of Caterpillar worth $3.18M as of Q3 2026.
  • Strategic Blueprint bought 280 Caterpillar shares in Q3 2026, an estimated $237K.
  • Caterpillar made up 0.16% of Strategic Blueprint's portfolio in Q3 2026, its #139 holding.
  • Strategic Blueprint first reported a position in Caterpillar in Q3 2019 and has held it in 24 quarters since.
  • Strategic Blueprint's Caterpillar position peaked at $3.87M in Q2 2026.
  • 1,772 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Strategic Blueprint's 13F filing for Q3 2026, filed 22 Oct 2026.