Ulland Investment Advisors’s Caterpillar CAT Stock Holding History

Ulland Investment Advisors’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	$495K	Buy	465 +115	+33%	+$101K	0.37%	45
2026 Q1	$248K	Sell	350 -65	-16%	-$45K	0.21%	65
2025 Q4	$238K	Hold	415	–	–	0.19%	61
2025 Q3	$198K	Hold	415	–	–	0.15%	61
2025 Q2	$161K	Sell	415 -100	-19%	-$33.3K	0.12%	71
2025 Q1	$170K	Sell	515 -200	-28%	-$71.2K	0.14%	67
2024 Q4	$259K	Hold	715	–	–	0.17%	50
2024 Q3	$280K	Hold	715	–	–	0.2%	47
2024 Q2	$238K	Hold	715	–	–	0.17%	54
2024 Q1	$262K	Hold	715	–	–	0.21%	50
2023 Q4	$211K	Hold	715	–	–	0.21%	52
2023 Q3	$195K	Hold	715	–	–	0.21%	54
2023 Q2	$176K	Hold	715	–	–	0.18%	55
2023 Q1	$164K	Hold	715	–	–	0.19%	57
2022 Q4	$171K	Hold	715	–	–	0.2%	58
2022 Q3	$117K	Hold	715	–	–	0.13%	63
2022 Q2	$128K	Hold	715	–	–	0.13%	65
2022 Q1	$159K	Hold	715	–	–	0.12%	66
2021 Q4	$148K	Buy	+715	New	+$144K	0.09%	72

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

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

Ulland Investment Advisors's CAT Position: Q2 2026 in Review

Ulland Investment Advisors increased its Caterpillar (CAT) stake by 33% in Q2 2026, buying an estimated $101K and bringing the position to 465 shares worth $495K. The position accounts for 0.37% of the portfolio, ranked #45.

Ulland Investment Advisors first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Ulland Investment Advisors held 465 shares of Caterpillar worth $495K as of Q2 2026.
Ulland Investment Advisors bought 115 Caterpillar shares in Q2 2026, an estimated $101K.
Caterpillar made up 0.37% of Ulland Investment Advisors's portfolio in Q2 2026, its #45 holding.
Ulland Investment Advisors first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.