ZIG
CAT icon

Zullo Investment Group’s Caterpillar CAT Stock Holding History

Zullo Investment Group’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 		$2.07M Sell
1,947
-6
-0.3% -$5.27K 0.71% 37
2026
Q1 		$1.38M Buy
1,953
+2
+0.1% +$1.39K 0.53% 44
2025
Q4 		$1.12M Sell
1,951
-147
-7% -$81.7K 0.41% 55
2025
Q3 		$1M Buy
2,098
+14
+0.7% +$5.98K 0.37% 57
2025
Q2 		$809K Buy
2,084
+52
+3% +$17.3K 0.33% 62
2025
Q1 		$670K Buy
2,032
+135
+7% +$48.1K 0.29% 72
2024
Q4 		$688K Buy
1,897
+132
+7% +$51.2K 0.28% 72
2024
Q3 		$691K Buy
1,765
+12
+0.7% +$4.14K 0.29% 70
2024
Q2 		$584K Sell
1,753
-145
-8% -$50.3K 0.26% 75
2024
Q1 		$696K Buy
1,898
+58
+3% +$18.5K 0.33% 69
2023
Q4 		$544K Buy
1,840
+118
+7% +$30.6K 0.28% 74
2023
Q3 		$470K Buy
1,722
+169
+11% +$45.8K 0.28% 74
2023
Q2 		$382K Buy
1,553
+35
+2% +$7.8K 0.22% 90
2023
Q1 		$348K Buy
1,518
+73
+5% +$17.6K 0.22% 94
2022
Q4 		$346K Buy
1,445
+15
+1% +$3.27K 0.21% 91
2022
Q3 		$235K Buy
1,430
+100
+8% +$18.3K 0.15% 116
2022
Q2 		$238K Sell
1,330
-101
-7% -$21.3K 0.15% 119
2022
Q1 		$319K Buy
1,431
+93
+7% +$19.5K 0.17% 113
2021
Q4 		$277K Buy
+1,338
New +$269K 0.14% 128

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

Zullo Investment Group's CAT Position: Q2 2026 in Review

Zullo Investment Group reduced its Caterpillar (CAT) stake by 0.31% in Q2 2026, selling an estimated $5.27K and leaving 1,947 shares worth $2.07M. The position accounts for 0.71% of the portfolio, ranked #37.

Zullo Investment Group 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.

  • Zullo Investment Group held 1,947 shares of Caterpillar worth $2.07M as of Q2 2026.
  • Zullo Investment Group sold 6 Caterpillar shares in Q2 2026, an estimated $5.27K.
  • Caterpillar made up 0.71% of Zullo Investment Group's portfolio in Q2 2026, its #37 holding.
  • Zullo Investment Group 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 Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.