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B. Metzler seel. Sohn & Co’s Caterpillar CAT Stock Holding History

B. Metzler seel. Sohn & Co’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 		$66.8M Buy
62,731
+2,590
+4% +$2.28M 0.58% 33
2026
Q1 		$42.6M Sell
60,141
-9,553
-14% -$6.62M 0.4% 40
2025
Q4 		$39.9M Buy
69,694
+10,603
+18% +$5.89M 0.35% 39
2025
Q3 		$28.2M Buy
59,091
+2,036
+4% +$869K 0.25% 61
2025
Q2 		$22.1M Sell
57,055
-11,125
-16% -$3.71M 0.21% 65
2025
Q1 		$22.5M Sell
68,180
-55,961
-45% -$19.9M 0.23% 65
2024
Q4 		$45M Sell
124,141
-16,473
-12% -$6.39M 0.46% 41
2024
Q3 		$55M Buy
140,614
+14,384
+11% +$4.97M 0.55% 31
2024
Q2 		$42M Sell
126,230
-11,249
-8% -$3.9M 0.41% 45
2024
Q1 		$49.7M Buy
137,479
+88,549
+181% +$28.3M 0.55% 38
2023
Q4 		$14.5M Sell
48,930
-6,169
-11% -$1.6M 0.18% 70
2023
Q3 		$15M Buy
55,099
+350
+0.6% +$94.9K 0.23% 62
2023
Q2 		$13.5M Buy
54,749
+2,135
+4% +$476K 0.18% 77
2023
Q1 		$12M Sell
52,614
-8,286
-14% -$2M 0.19% 77
2022
Q4 		$14.6M Sell
60,900
-14,070
-19% -$3.06M 0.25% 70
2022
Q3 		$12.3M Buy
74,970
+5,399
+8% +$986K 0.22% 73
2022
Q2 		$12.4M Sell
69,571
-640,485
-90% -$135M 0.2% 78
2022
Q1 		$158M Buy
710,056
+44,880
+7% +$9.41M 2.11% 10
2021
Q4 		$137M Buy
665,176
+39,772
+6% +$8.01M 1.78% 14
2021
Q3 		$121M Buy
625,404
+588,627
+1,601% +$123M 1.75% 15
2021
Q2 		$8M Buy
36,777
+4,233
+13% +$978K 0.12% 116
2021
Q1 		$7.55M Buy
32,544
+1,202
+4% +$249K 0.12% 115
2020
Q4 		$6.04M Buy
+31,342
New +$5.32M 0.11% 120

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

B. Metzler seel. Sohn & Co's CAT Position: Q2 2026 in Review

B. Metzler seel. Sohn & Co increased its Caterpillar (CAT) stake by 4.3% in Q2 2026, buying an estimated $2.28M and bringing the position to 62,731 shares worth $66.8M. The position accounts for 0.58% of the portfolio, ranked #33.

B. Metzler seel. Sohn & Co first reported a position in CAT in Q4 2020 and has held it in 23 quarters since. The position peaked at $158M in Q1 2022. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • B. Metzler seel. Sohn & Co held 62,731 shares of Caterpillar worth $66.8M as of Q2 2026.
  • B. Metzler seel. Sohn & Co bought 2,590 Caterpillar shares in Q2 2026, an estimated $2.28M.
  • Caterpillar made up 0.58% of B. Metzler seel. Sohn & Co's portfolio in Q2 2026, its #33 holding.
  • B. Metzler seel. Sohn & Co first reported a position in Caterpillar in Q4 2020 and has held it in 23 quarters since.
  • B. Metzler seel. Sohn & Co's Caterpillar position peaked at $158M in Q1 2022.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q2 2026, filed 11 Aug 2026.