CPC
CAT icon

Cookson Peirce & Co’s Caterpillar CAT Stock Holding History

Cookson Peirce & Co’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 		$1.23M Buy
1,160
+151
+15% +$133K 0.04% 199
2026
Q1 		$715K Hold
1,009
– – 0.03% 209
2025
Q4 		$578K Sell
1,009
-3
-0.3% -$1.67K 0.02% 230
2025
Q3 		$483K Buy
1,012
+3
+0.3% +$1.28K 0.02% 237
2025
Q2 		$392K Sell
1,009
-117
-10% -$39K 0.02% 235
2025
Q1 		$372K Sell
1,126
-5,348
-83% -$1.9M 0.02% 228
2024
Q4 		$2.35M Buy
6,474
+871
+16% +$338K 0.11% 89
2024
Q3 		$2.19M Buy
5,603
+370
+7% +$128K 0.1% 87
2024
Q2 		$1.74M Sell
5,233
-39
-0.7% -$13.5K 0.08% 84
2024
Q1 		$1.93M Buy
5,272
+15
+0.3% +$4.79K 0.1% 81
2023
Q4 		$1.55M Buy
5,257
+5
+0.1% +$1.3K 0.09% 83
2023
Q3 		$1.43M Buy
5,252
+93
+2% +$25.2K 0.09% 89
2023
Q2 		$1.27M Sell
5,159
-203
-4% -$45.3K 0.08% 95
2023
Q1 		$1.23M Buy
+5,362
New +$1.3M 0.08% 95
2022
Q3 		– Sell
-4,220
Closed -$754K – 189
2022
Q2 		$754K Buy
+4,220
New +$889K 0.05% 116

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Cookson Peirce & Co's CAT Position: Q2 2026 in Review

Cookson Peirce & Co increased its Caterpillar (CAT) stake by 15% in Q2 2026, buying an estimated $133K and bringing the position to 1,160 shares worth $1.23M. The position accounts for 0.04% of the portfolio, ranked #199.

Cookson Peirce & Co first reported a position in CAT in Q2 2022 and has held it in 15 quarters since. The position peaked at $2.35M in Q4 2024. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Cookson Peirce & Co held 1,160 shares of Caterpillar worth $1.23M as of Q2 2026.
  • Cookson Peirce & Co bought 151 Caterpillar shares in Q2 2026, an estimated $133K.
  • Caterpillar made up 0.04% of Cookson Peirce & Co's portfolio in Q2 2026, its #199 holding.
  • Cookson Peirce & Co first reported a position in Caterpillar in Q2 2022 and has held it in 15 quarters since.
  • Cookson Peirce & Co's Caterpillar position peaked at $2.35M in Q4 2024.
  • 1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Cookson Peirce & Co's 13F filing for Q2 2026, filed 23 Jul 2026.