Strategic Investment Solutions’s Caterpillar CAT Stock Holding History

Strategic Investment Solutions’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	$814K	Buy	764 +28	+4%	+$24.6K	0.19%	82
2026 Q1	$522K	Buy	736 +69	+10%	+$47.8K	0.13%	96
2025 Q4	$382K	Buy	667 +499	+297%	+$277K	0.09%	103
2025 Q3	$80.2K	Sell	168 -318	-65%	-$136K	0.02%	188
2025 Q2	$189K	Buy	486 +102	+27%	+$34K	0.06%	127
2025 Q1	$127K	Buy	384 +6	+2%	+$2.14K	0.04%	125
2024 Q4	$115K	Buy	378 +48	+15%	+$18.6K	0.04%	127
2024 Q3	$129K	Buy	330 +1	+0.3%	+$345	0.04%	121
2024 Q2	$114K	Buy	+329	New	+$114K	0.04%	129
2023 Q4	$96.4K	Buy	+326	New	+$84.6K	0.02%	335
2023 Q2	–	Sell	-321	Closed	-$73.4K	–	884
2023 Q1	$73.4K	Buy	+321	New	+$77.6K	0.01%	301

Other funds holding CAT

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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 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

Strategic Investment Solutions's CAT Position: Q2 2026 in Review

Strategic Investment Solutions increased its Caterpillar (CAT) stake by 3.8% in Q2 2026, buying an estimated $24.6K and bringing the position to 764 shares worth $814K. The position accounts for 0.19% of the portfolio, ranked #82.

Strategic Investment Solutions first reported a position in CAT in Q1 2023 and has held it in 11 quarters since. 1,969 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Strategic Investment Solutions held 764 shares of Caterpillar worth $814K as of Q2 2026.
Strategic Investment Solutions bought 28 Caterpillar shares in Q2 2026, an estimated $24.6K.
Caterpillar made up 0.19% of Strategic Investment Solutions's portfolio in Q2 2026, its #82 holding.
Strategic Investment Solutions first reported a position in Caterpillar in Q1 2023 and has held it in 11 quarters since.
1,969 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.