CCG
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Coastwise Capital Group’s Caterpillar CAT Stock Holding History

Coastwise Capital Group’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 		$1.11M Sell
1,045
-65
-6% -$57.1K 0.65% 42
2026
Q1 		$786K Sell
1,110
-16
-1% -$11.1K 0.44% 49
2025
Q4 		$645K Sell
1,126
-42
-4% -$23.3K 0.32% 65
2025
Q3 		$557K Buy
1,168
+21
+2% +$8.96K 0.39% 61
2025
Q2 		$445K Sell
1,147
-96
-8% -$32K 0.35% 65
2025
Q1 		$410K Sell
1,243
-406
-25% -$145K 0.35% 69
2024
Q4 		$598K Sell
1,649
-100
-6% -$38.8K 0.48% 55
2024
Q3 		$684K Buy
1,749
+6
+0.3% +$2.07K 0.56% 48
2024
Q2 		$581K Buy
1,743
+31
+2% +$10.7K 0.55% 48
2024
Q1 		$627K Sell
1,712
-5
-0.3% -$1.6K 0.58% 48
2023
Q4 		$508K Buy
1,717
+170
+11% +$44.1K 0.52% 56
2023
Q3 		$422K Buy
1,547
+405
+35% +$110K 0.48% 63
2023
Q2 		$281K Buy
1,142
+5
+0.4% +$1.11K 0.32% 86
2023
Q1 		$260K Sell
1,137
-3
-0.3% -$725 0.3% 91
2022
Q4 		$273K Buy
+1,140
New +$248K 0.32% 88
2022
Q3 		– Sell
-1,129
Closed -$202K – 96
2022
Q2 		$202K Buy
1,129
+105
+10% +$22.1K 0.25% 100
2022
Q1 		$228K Buy
+1,024
New +$215K 0.28% 89

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

Coastwise Capital Group's CAT Position: Q2 2026 in Review

Coastwise Capital Group reduced its Caterpillar (CAT) stake by 5.9% in Q2 2026, selling an estimated $57.1K and leaving 1,045 shares worth $1.11M. The position accounts for 0.65% of the portfolio, ranked #42.

Coastwise Capital Group first reported a position in CAT in Q1 2022 and has held it in 17 quarters since. 870 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Coastwise Capital Group held 1,045 shares of Caterpillar worth $1.11M as of Q2 2026.
  • Coastwise Capital Group sold 65 Caterpillar shares in Q2 2026, an estimated $57.1K.
  • Caterpillar made up 0.65% of Coastwise Capital Group's portfolio in Q2 2026, its #42 holding.
  • Coastwise Capital Group first reported a position in Caterpillar in Q1 2022 and has held it in 17 quarters since.
  • 870 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.