Collective Family Office’s Caterpillar CAT Stock Holding History

Collective Family Office’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	$228K	Buy	+214	New	+$188K	0.05%	156
2025 Q3	–	Sell	-555	Closed	-$215K	–	163
2025 Q2	$215K	Buy	+555	New	+$185K	0.06%	155
2025 Q1	–	Sell	-596	Closed	-$216K	–	159
2024 Q4	$216K	Sell	596 -3	-0.5%	-$1.16K	0.06%	153
2024 Q3	$234K	Sell	599 -12	-2%	-$4.14K	0.06%	162
2024 Q2	$204K	Sell	611 -229	-27%	-$79.4K	0.06%	169
2024 Q1	$308K	Buy	840 +69	+9%	+$22.1K	0.1%	139
2023 Q4	$228K	Buy	+771	New	+$200K	0.08%	156

Other funds holding CAT

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

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

Collective Family Office's CAT Position: Q2 2026 in Review

Collective Family Office opened a new position in Caterpillar (CAT) in Q2 2026: 214 shares worth $228K. The stake represents 0.05% of the portfolio and ranks #156 among its holdings. This is a return to the name: Collective Family Office previously reported a position in CAT as recently as Q2 2025.

Collective Family Office first reported a position in CAT in Q4 2023 and has held it in 7 quarters since. The position peaked at $308K in Q1 2024. 1,092 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Collective Family Office held 214 shares of Caterpillar worth $228K as of Q2 2026.
Caterpillar was a new Collective Family Office position in Q2 2026.
Caterpillar made up 0.05% of Collective Family Office's portfolio in Q2 2026, its #156 holding.
Collective Family Office first reported a position in Caterpillar in Q4 2023 and has held it in 7 quarters since.
Collective Family Office's Caterpillar position peaked at $308K in Q1 2024.
1,092 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.