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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
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 $175B AUM 40.63% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Strategic Blueprint's CAT Position: Q2 2026 in Review

Strategic Blueprint increased its Caterpillar (CAT) stake by 3.6% in Q2 2026, buying an estimated $110K and bringing the position to 3,638 shares worth $3.87M. The position accounts for 0.19% of the portfolio, ranked #122.

Strategic Blueprint first reported a position in CAT in Q3 2019 and has held it in 23 quarters since. 1,900 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Strategic Blueprint held 3,638 shares of Caterpillar worth $3.87M as of Q2 2026.
  • Strategic Blueprint bought 125 Caterpillar shares in Q2 2026, an estimated $110K.
  • Caterpillar made up 0.19% of Strategic Blueprint's portfolio in Q2 2026, its #122 holding.
  • Strategic Blueprint first reported a position in Caterpillar in Q3 2019 and has held it in 23 quarters since.
  • 1,900 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.