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Boltwood Capital Management’s Caterpillar CAT Stock Holding History

Boltwood Capital Management’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 		$7.84M Sell
7,359
-212
-3% -$186K 1.8% 13
2026
Q1 		$5.36M Sell
7,571
-275
-4% -$190K 1.37% 19
2025
Q4 		$4.49M Sell
7,846
-115
-1% -$63.9K 1.17% 23
2025
Q3 		$3.8M Sell
7,961
-250
-3% -$107K 1.01% 25
2025
Q2 		$3.19M Buy
8,211
+16
+0.2% +$5.33K 0.91% 28
2025
Q1 		$2.7M Sell
8,195
-40
-0.5% -$14.2K 0.82% 32
2024
Q4 		$2.99M Sell
8,235
-2
-0% -$776 0.91% 30
2024
Q3 		$3.22M Sell
8,237
-19
-0.2% -$6.56K 0.95% 27
2024
Q2 		$2.75M Sell
8,256
-23
-0.3% -$7.97K 0.86% 33
2024
Q1 		$3.03M Sell
8,279
-149
-2% -$47.6K 0.94% 29
2023
Q4 		$2.49M Buy
8,428
+42
+0.5% +$10.9K 0.83% 35
2023
Q3 		$2.29M Sell
8,386
-102
-1% -$27.7K 0.85% 33
2023
Q2 		$2.09M Sell
8,488
-59
-0.7% -$13.2K 0.75% 38
2023
Q1 		$1.96M Buy
8,547
+60
+0.7% +$14.5K 0.73% 38
2022
Q4 		$2.03M Sell
8,487
-20
-0.2% -$4.35K 0.83% 37
2022
Q3 		$1.4M Sell
8,507
-2,451
-22% -$448K 0.64% 45
2022
Q2 		$1.96M Sell
10,958
-150
-1% -$31.6K 0.85% 36
2022
Q1 		$2.48M Sell
11,108
-139
-1% -$29.2K 0.96% 33
2021
Q4 		$2.33M Buy
11,247
+200
+2% +$40.3K 0.86% 36
2021
Q3 		$2.12M Buy
11,047
+763
+7% +$159K 0.86% 36
2021
Q2 		$2.24M Buy
10,284
+105
+1% +$24.3K 0.93% 35
2021
Q1 		$2.36M Sell
10,179
-95
-0.9% -$19.7K 1.05% 28
2020
Q4 		$1.87M Sell
10,274
-495
-5% -$83.9K 0.91% 37
2020
Q3 		$1.61M Buy
10,769
+35
+0.3% +$4.92K 0.9% 39
2020
Q2 		$1.36M Hold
10,734
– – 0.82% 42
2020
Q1 		$1.25M Sell
10,734
-5
-0% -$639 0.88% 39
2019
Q4 		$1.59M Buy
10,739
+180
+2% +$25.1K 0.89% 37
2019
Q3 		$1.33M Buy
10,559
+3,510
+50% +$446K 0.84% 40
2019
Q2 		$961K Hold
7,049
– – 0.61% 54
2019
Q1 		$955K Sell
7,049
-1,200
-15% -$159K 0.62% 57
2018
Q4 		$1.05M Hold
8,249
– – 0.72% 46
2018
Q3 		$1.26M Hold
8,249
– – 0.75% 44
2018
Q2 		$1.12M Sell
8,249
-300
-4% -$44.8K 0.73% 48
2018
Q1 		$1.26M Sell
8,549
-800
-9% -$126K 0.86% 40
2017
Q4 		$1.47M Hold
9,349
– – 0.9% 38
2017
Q3 		$1.17M Sell
9,349
-225
-2% -$25.9K 0.76% 42
2017
Q2 		$1.03M Hold
9,574
– – 0.7% 48
2017
Q1 		$888K Sell
9,574
-175
-2% -$16.6K 0.62% 56
2016
Q4 		$904K Hold
9,749
– – 0.69% 48
2016
Q3 		$865K Hold
9,749
– – 0.69% 49
2016
Q2 		$739K Hold
9,749
– – 0.61% 59
2016
Q1 		$746K Sell
9,749
-11,385
-54% -$764K 0.66% 53
2015
Q4 		$1.43M Buy
21,134
+175
+0.8% +$12.2K 1.31% 23
2015
Q3 		$1.37M Sell
20,959
-150
-0.7% -$11.5K 1.46% 22
2015
Q2 		$1.79M Buy
21,109
+75
+0.4% +$6.45K 1.76% 17
2015
Q1 		$1.68M Buy
21,034
+10,000
+91% +$831K 0.49% 42
2014
Q4 		$1.01M Hold
11,034
– – 0.29% 55
2014
Q3 		$1.09M Hold
11,034
– – 0.32% 53
2014
Q2 		$1.2M Hold
11,034
– – 0.35% 52
2014
Q1 		$1.1M Sell
11,034
-100
-0.9% -$9.43K 0.34% 51
2013
Q4 		$1.01M Hold
11,134
– – 0.33% 51
2013
Q3 		$929K Buy
11,134
+300
+3% +$25.4K 0.34% 48
2013
Q2 		$894K Buy
+10,834
New +$921K 0.37% 49

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

Boltwood Capital Management's CAT Position: Q2 2026 in Review

Boltwood Capital Management reduced its Caterpillar (CAT) stake by 2.8% in Q2 2026, selling an estimated $186K and leaving 7,359 shares worth $7.84M. The position accounts for 1.8% of the portfolio, ranked #13.

Boltwood Capital Management first reported a position in CAT in Q2 2013 and has held it in 53 quarters since. 736 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Boltwood Capital Management held 7,359 shares of Caterpillar worth $7.84M as of Q2 2026.
  • Boltwood Capital Management sold 212 Caterpillar shares in Q2 2026, an estimated $186K.
  • Caterpillar made up 1.8% of Boltwood Capital Management's portfolio in Q2 2026, its #13 holding.
  • Boltwood Capital Management first reported a position in Caterpillar in Q2 2013 and has held it in 53 quarters since.
  • 736 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.