Blackhawk Capital Partners’s Caterpillar CAT Stock Holding History

Blackhawk Capital Partners’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	$1.12M	Sell	1,053 -722	-41%	-$634K	0.37%	57
2026 Q1	$1.26M	Sell	1,775 -654	-27%	-$453K	0.46%	55
2025 Q4	$1.39M	Sell	2,429 -774	-24%	-$430K	0.52%	50
2025 Q3	$1.53M	Sell	3,203 -445	-12%	-$190K	0.59%	48
2025 Q2	$1.42M	Buy	3,648 +20	+0.6%	+$6.67K	0.65%	45
2025 Q1	$1.2M	Buy	+3,628	New	+$1.29M	0.62%	57
2023 Q1	–	Sell	-5,027	Closed	-$1.2M	–	85
2022 Q4	$1.2M	Buy	+5,027	New	+$1.09M	0.94%	47
2021 Q3	–	Sell	-3,636	Closed	-$843K	–	99
2021 Q2	$843K	Sell	3,636 -1,009	-22%	-$233K	0.57%	64
2021 Q1	$845K	Sell	4,645 -781	-14%	-$162K	0.64%	54
2020 Q4	$809K	Sell	5,426 -302	-5%	-$51.2K	0.69%	50
2020 Q3	$725K	Buy	+5,728	New	+$805K	0.66%	48
2020 Q2	–	Sell	-7,606	Closed	-$1.12M	–	74
2020 Q1	$1.12M	Sell	7,606 -249	-3%	-$31.8K	1%	39
2019 Q4	$992K	Hold	7,855	–	–	0.99%	41
2019 Q3	$992K	Buy	7,855 +517	+7%	+$65.7K	0.93%	43
2019 Q2	$1M	Buy	7,338 +2,063	+39%	+$273K	0.96%	41
2019 Q1	$715K	Sell	5,275 -3,841	-42%	-$510K	0.74%	47
2018 Q4	$1.16M	Buy	+9,116	New	+$1.19M	1.48%	28
2018 Q3	–	Sell	-170	Closed	-$23K	–	105
2018 Q2	$23K	Hold	170	–	–	0.03%	215
2018 Q1	$25K	Sell	170 -60	-26%	-$9.47K	0.02%	226
2017 Q4	$36K	Buy	+230	New	+$31.9K	0.03%	183

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Blackhawk Capital Partners's CAT Position: Q2 2026 in Review

Blackhawk Capital Partners reduced its Caterpillar (CAT) stake by 41% in Q2 2026, selling an estimated $634K and leaving 1,053 shares worth $1.12M. The position accounts for 0.37% of the portfolio, ranked #57.

Blackhawk Capital Partners first reported a position in CAT in Q4 2017 and has held it in 20 quarters since. The position peaked at $1.53M in Q3 2025. 1,431 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Blackhawk Capital Partners held 1,053 shares of Caterpillar worth $1.12M as of Q2 2026.
Blackhawk Capital Partners sold 722 Caterpillar shares in Q2 2026, an estimated $634K.
Caterpillar made up 0.37% of Blackhawk Capital Partners's portfolio in Q2 2026, its #57 holding.
Blackhawk Capital Partners first reported a position in Caterpillar in Q4 2017 and has held it in 20 quarters since.
Blackhawk Capital Partners's Caterpillar position peaked at $1.53M in Q3 2025.
1,431 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Blackhawk Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.