CA
CAT icon

CoreCap Advisors’s Caterpillar CAT Stock Holding History

CoreCap Advisors’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 		$13.6M Buy
12,756
+393
+3% +$345K 0.4% 43
2026
Q1 		$8.76M Buy
12,363
+7,435
+151% +$5.15M 0.3% 71
2025
Q4 		$2.82M Buy
4,928
+280
+6% +$156K 0.1% 192
2025
Q3 		$2.22M Buy
4,648
+577
+14% +$246K 0.08% 219
2025
Q2 		$1.58M Sell
4,071
-793
-16% -$264K 0.06% 254
2025
Q1 		$1.6M Buy
4,864
+843
+21% +$300K 0.07% 244
2024
Q4 		$1.46M Sell
4,021
-369
-8% -$143K 0.07% 267
2024
Q3 		$1.72M Buy
+4,390
New +$1.52M 0.08% 240
2024
Q2 		– Sell
-8,780
Closed -$3.22M – 1750
2024
Q1 		$3.22M Buy
8,780
+2,131
+32% +$681K 0.17% 123
2023
Q4 		$1.97M Buy
6,649
+2,618
+65% +$679K 0.13% 165
2023
Q3 		$1.1M Sell
4,031
-4,445
-52% -$1.21M 0.08% 224
2023
Q2 		$2.09M Buy
+8,476
New +$1.89M 0.15% 133
2022
Q4 		$1.06M Sell
4,404
-493
-10% -$107K 0.08% 238
2022
Q3 		$804K Sell
4,897
-6,567
-57% -$1.2M 0.07% 249
2022
Q2 		$2.05M Buy
11,464
+7,826
+215% +$1.65M 0.16% 108
2022
Q1 		$811K Sell
3,638
-2,262
-38% -$474K 0.06% 267
2021
Q4 		$1.22M Buy
+5,900
New +$1.19M 0.08% 197

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
Mirae Asset Global Investments
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
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

CoreCap Advisors's CAT Position: Q2 2026 in Review

CoreCap Advisors increased its Caterpillar (CAT) stake by 3.2% in Q2 2026, buying an estimated $345K and bringing the position to 12,756 shares worth $13.6M. The position accounts for 0.4% of the portfolio, ranked #43.

CoreCap Advisors first reported a position in CAT in Q4 2021 and has held it in 17 quarters since. 1,023 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • CoreCap Advisors held 12,756 shares of Caterpillar worth $13.6M as of Q2 2026.
  • CoreCap Advisors bought 393 Caterpillar shares in Q2 2026, an estimated $345K.
  • Caterpillar made up 0.4% of CoreCap Advisors's portfolio in Q2 2026, its #43 holding.
  • CoreCap Advisors first reported a position in Caterpillar in Q4 2021 and has held it in 17 quarters since.
  • 1,023 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.