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Bill Few Associates’s Caterpillar CAT Stock Holding History

Bill Few Associates’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 		$1.6M Sell
1,499
-392
-21% -$344K 0.34% 69
2026
Q1 		$1.34M Sell
1,891
-218
-10% -$151K 0.32% 67
2025
Q4 		$1.21M Sell
2,109
-191
-8% -$106K 0.3% 71
2025
Q3 		$1.1M Sell
2,300
-13
-0.6% -$5.55K 0.28% 72
2025
Q2 		$898K Buy
2,313
+137
+6% +$45.7K 0.25% 78
2025
Q1 		$718K Buy
2,176
+72
+3% +$25.6K 0.26% 78
2024
Q4 		$763K Sell
2,104
-358
-15% -$139K 0.27% 74
2024
Q3 		$963K Sell
2,462
-28
-1% -$9.67K 0.34% 65
2024
Q2 		$829K Sell
2,490
-269
-10% -$93.3K 0.32% 66
2024
Q1 		$1.01M Buy
2,759
+212
+8% +$67.8K 0.41% 59
2023
Q4 		$753K Buy
2,547
+1
+0% +$259 0.34% 64
2023
Q3 		$695K Sell
2,546
-1
-0% -$271 0.36% 60
2023
Q2 		$627K Sell
2,547
-8
-0.3% -$1.78K 0.32% 63
2023
Q1 		$585K Hold
2,555
– – 0.32% 65
2022
Q4 		$612K Buy
2,555
+1
+0% +$218 0.36% 58
2022
Q3 		$419K Sell
2,554
-1
-0% -$183 0.28% 68
2022
Q2 		$457K Buy
2,555
+1
+0% +$211 0.29% 66
2022
Q1 		$569K Buy
2,554
+80
+3% +$16.8K 0.31% 61
2021
Q4 		$512K Buy
+2,474
New +$498K 0.27% 67

Other funds holding CAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Bill Few Associates's CAT Position: Q2 2026 in Review

Bill Few Associates reduced its Caterpillar (CAT) stake by 21% in Q2 2026, selling an estimated $344K and leaving 1,499 shares worth $1.6M. The position accounts for 0.34% of the portfolio, ranked #69.

Bill Few Associates first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. 736 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Bill Few Associates held 1,499 shares of Caterpillar worth $1.6M as of Q2 2026.
  • Bill Few Associates sold 392 Caterpillar shares in Q2 2026, an estimated $344K.
  • Caterpillar made up 0.34% of Bill Few Associates's portfolio in Q2 2026, its #69 holding.
  • Bill Few Associates first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
  • 736 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Bill Few Associates's 13F filing for Q2 2026, filed 7 Jul 2026.