CP
CAT icon

Castleview Partners’s Caterpillar CAT Stock Holding History

Castleview 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 		– Sell
-454
Closed -$322K – 229
2026
Q1 		$322K Sell
454
-533
-54% -$369K 0.16% 138
2025
Q4 		$565K Buy
987
+101
+11% +$56.1K 0.28% 82
2025
Q3 		$423K Buy
886
+55
+7% +$23.5K 0.23% 92
2025
Q2 		$323K Buy
831
+67
+9% +$22.3K 0.21% 125
2025
Q1 		$252K Sell
764
-368
-33% -$131K 0.17% 146
2024
Q4 		$407K Buy
1,132
+88
+8% +$34.1K 0.22% 110
2024
Q3 		$408K Buy
1,044
+38
+4% +$13.1K 0.24% 105
2024
Q2 		$335K Sell
1,006
-101
-9% -$35K 0.19% 120
2024
Q1 		$405K Buy
1,107
+159
+17% +$50.8K 0.23% 106
2023
Q4 		$280K Buy
948
+360
+61% +$93.4K 0.2% 111
2023
Q3 		$161K Sell
588
-1
-0.2% -$271 0.15% 133
2023
Q2 		$145K Sell
589
-382
-39% -$85.2K 0.13% 144
2023
Q1 		$222K Buy
971
+14
+1% +$3.38K 0.2% 121
2022
Q4 		$229K Sell
957
-20
-2% -$4.35K 0.22% 106
2022
Q3 		$160K Sell
977
-23
-2% -$4.2K 0.15% 141
2022
Q2 		$13.7K Sell
1,000
-24
-2% -$5.06K 0.01% 429
2022
Q1 		$228K Sell
1,024
-213,985
-100% -$44.9M 0.14% 144
2021
Q4 		$1.04K Buy
+215,009
New +$43.3M 0.01% 386
2021
Q2 		$514K Buy
+2,360
New +$545K 0.23% 92
2018
Q1 		$1.79M Buy
+12,134
New +$1.92M 1.48% 17

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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 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
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Castleview Partners's CAT Position: Q2 2026 in Review

Castleview Partners sold out of Caterpillar (CAT) in Q2 2026, closing a stake of 454 shares — an estimated $322K sold.

Castleview Partners first reported a position in CAT in Q1 2018 and held it in 20 quarters. The position peaked at $1.79M in Q1 2018. 847 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Castleview Partners reported no remaining Caterpillar position as of Q2 2026 after selling out during the quarter.
  • Castleview Partners sold 454 Caterpillar shares in Q2 2026, an estimated $322K.
  • Castleview Partners first reported a position in Caterpillar in Q1 2018 and held it in 20 quarters.
  • Castleview Partners's Caterpillar position peaked at $1.79M in Q1 2018.
  • 847 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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