CIM
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Contravisory Investment Management’s Caterpillar CAT Stock Holding History

Contravisory Investment 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 		$1.68M Buy
1,573
+18
+1% +$15.8K 0.3% 56
2026
Q1 		$1.1M Sell
1,555
-44
-3% -$30.5K 0.23% 67
2025
Q4 		$916K Buy
1,599
+1,069
+202% +$594K 0.18% 81
2025
Q3 		$253K Buy
530
+30
+6% +$12.8K 0.05% 226
2025
Q2 		$194K Sell
500
-1,985
-80% -$662K 0.04% 251
2025
Q1 		$820K Sell
2,485
-19,545
-89% -$6.96M 0.17% 91
2024
Q4 		$7.99M Buy
22,030
+20,749
+1,620% +$8.05M 1.71% 31
2024
Q3 		$501K Buy
1,281
+19
+2% +$6.56K 0.11% 134
2024
Q2 		$420K Buy
1,262
+17
+1% +$5.89K 0.09% 145
2024
Q1 		$456K Buy
+1,245
New +$398K 0.1% 140
2023
Q3 		– Sell
-1,700
Closed -$418K – 334
2023
Q2 		$418K Buy
+1,700
New +$379K 0.11% 134
2021
Q4 		– Sell
-1,598
Closed -$307K – 283
2021
Q3 		$307K Buy
1,598
+75
+5% +$15.6K 0.09% 156
2021
Q2 		$331K Buy
1,523
+27
+2% +$6.24K 0.1% 146
2021
Q1 		$347K Hold
1,496
– – 0.11% 108
2020
Q4 		$272K Buy
+1,496
New +$254K 0.08% 134
2018
Q3 		– Sell
-652
Closed -$89K – 298
2018
Q2 		$89K Hold
652
– – 0.03% 199
2018
Q1 		$96K Buy
652
+52
+9% +$8.21K 0.04% 195
2017
Q4 		$95K Sell
600
-5
-0.8% -$694 0.03% 190
2017
Q3 		$75K Buy
+605
New +$69.7K 0.03% 190
2016
Q3 		– Sell
-28
Closed -$2K – 285
2016
Q2 		$2K Buy
+28
New +$2.1K ﹤0.01% 157
2015
Q1 		– Sell
-89,290
Closed -$8.17M – 169
2014
Q4 		$8.17M Sell
89,290
-2,941
-3% -$286K 1.65% 38
2014
Q3 		$9.13M Sell
92,231
-6,225
-6% -$660K 1.9% 36
2014
Q2 		$10.7M Buy
+98,456
New +$10.3M 2.11% 33

Other funds holding CAT

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

Contravisory Investment Management's CAT Position: Q2 2026 in Review

Contravisory Investment Management increased its Caterpillar (CAT) stake by 1.2% in Q2 2026, buying an estimated $15.8K and bringing the position to 1,573 shares worth $1.68M. The position accounts for 0.3% of the portfolio, ranked #56.

Contravisory Investment Management first reported a position in CAT in Q2 2014 and has held it in 23 quarters since. The position peaked at $10.7M in Q2 2014. 994 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Contravisory Investment Management held 1,573 shares of Caterpillar worth $1.68M as of Q2 2026.
  • Contravisory Investment Management bought 18 Caterpillar shares in Q2 2026, an estimated $15.8K.
  • Caterpillar made up 0.3% of Contravisory Investment Management's portfolio in Q2 2026, its #56 holding.
  • Contravisory Investment Management first reported a position in Caterpillar in Q2 2014 and has held it in 23 quarters since.
  • Contravisory Investment Management's Caterpillar position peaked at $10.7M in Q2 2014.
  • 994 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.