SP
CAT icon

Successful Portfolios’s Caterpillar CAT Stock Holding History

Successful Portfolios’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 		$461K Sell
488
-9
-2% -$7.91K 0.22% 95
2026
Q1 		$340K Sell
497
-24
-5% -$16.6K 0.19% 112
2025
Q4 		$322K Buy
521
+97
+23% +$53.9K 0.16% 125
2025
Q3 		$202K Buy
+424
New +$181K 0.12% 164
2024
Q4 		– Sell
-549
Closed -$215K – 163
2024
Q3 		$215K Buy
+549
New +$190K 0.15% 145
2024
Q2 		– Sell
-703
Closed -$258K – 159
2024
Q1 		$258K Hold
703
– – 0.18% 125
2023
Q4 		$208K Buy
+703
New +$182K 0.16% 150

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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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

Successful Portfolios's CAT Position: Q2 2026 in Review

Successful Portfolios reduced its Caterpillar (CAT) stake by 1.8% in Q2 2026, selling an estimated $7.91K and leaving 488 shares worth $461K. The position accounts for 0.22% of the portfolio, ranked #95.

Successful Portfolios first reported a position in CAT in Q4 2023 and has held it in 7 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Successful Portfolios held 488 shares of Caterpillar worth $461K as of Q2 2026.
  • Successful Portfolios sold 9 Caterpillar shares in Q2 2026, an estimated $7.91K.
  • Caterpillar made up 0.22% of Successful Portfolios's portfolio in Q2 2026, its #95 holding.
  • Successful Portfolios first reported a position in Caterpillar in Q4 2023 and has held it in 7 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.