Strategic Equity Management’s Caterpillar CAT Stock Holding History

Strategic Equity Management’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	–	Sell	-1,542	Closed	-$1.09M	–	68
2026 Q1	$1.09M	Buy	1,542 +3	+0.2%	+$2.08K	0.41%	33
2025 Q4	$882K	Buy	1,539 +3	+0.2%	+$1.67K	0.3%	37
2025 Q3	$733K	Buy	1,536 +10	+0.7%	+$4.27K	0.27%	37
2025 Q2	$592K	Hold	1,526	–	–	0.22%	41
2025 Q1	$503K	Buy	1,526 +6	+0.4%	+$2.14K	0.21%	42
2024 Q4	$551K	Buy	1,520 +11	+0.7%	+$4.27K	0.23%	36
2024 Q3	$590K	Hold	1,509	–	–	0.28%	35
2024 Q2	$503K	Buy	1,509 +5	+0.3%	+$1.73K	0.33%	27
2024 Q1	$551K	Buy	1,504 +6	+0.4%	+$1.92K	0.46%	22
2023 Q4	$443K	Buy	1,498 +7	+0.5%	+$1.82K	0.5%	20
2023 Q3	$407K	Buy	1,491 +7	+0.5%	+$1.9K	0.15%	30
2023 Q2	$365K	Buy	1,484 +8	+0.5%	+$1.78K	0.13%	32
2023 Q1	$338K	Buy	1,476 +7	+0.5%	+$1.69K	0.12%	36
2022 Q4	$352K	Buy	1,469 +7	+0.5%	+$1.52K	0.14%	31
2022 Q3	$240K	Buy	1,462 +10	+0.7%	+$1.83K	0.1%	34
2022 Q2	$260K	Buy	1,452 +7	+0.5%	+$1.48K	0.13%	33
2022 Q1	$322K	Buy	1,445 +7	+0.5%	+$1.47K	0.12%	35
2021 Q4	$297K	Buy	1,438 +8	+0.6%	+$1.61K	0.09%	42
2021 Q3	$275K	Buy	1,430 +7	+0.5%	+$1.46K	0.09%	39
2021 Q2	$310K	Buy	1,423 +12	+0.9%	+$2.77K	0.11%	34
2021 Q1	$327K	Hold	1,411	–	–	0.14%	28
2020 Q4	$257K	Buy	+1,411	New	+$239K	0.12%	27

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Strategic Equity Management's CAT Position: Q2 2026 in Review

Strategic Equity Management sold out of Caterpillar (CAT) in Q2 2026, closing a stake of 1,542 shares — an estimated $1.09M sold.

Strategic Equity Management first reported a position in CAT in Q4 2020 and held it in 22 quarters. The position peaked at $1.09M in Q1 2026. 4,058 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Strategic Equity Management reported no remaining Caterpillar position as of Q2 2026 after selling out during the quarter.
Strategic Equity Management sold 1,542 Caterpillar shares in Q2 2026, an estimated $1.09M.
Strategic Equity Management first reported a position in Caterpillar in Q4 2020 and held it in 22 quarters.
Strategic Equity Management's Caterpillar position peaked at $1.09M in Q1 2026.
4,058 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Strategic Equity Management's 13F filing for Q2 2026, filed 10 Aug 2026.