CA
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Crewe Advisors’s Caterpillar CAT Stock Holding History

Crewe 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 		$1.82M Buy
1,707
+77
+5% +$67.6K 0.13% 67
2026
Q1 		$1.15M Buy
1,630
+20
+1% +$13.9K 0.1% 78
2025
Q4 		$922K Buy
1,610
+15
+0.9% +$8.34K 0.08% 88
2025
Q3 		$761K Buy
+1,595
New +$681K 0.07% 95
2024
Q3 		– Sell
-1,712
Closed -$570K – 763
2024
Q2 		$570K Buy
1,712
+57
+3% +$19.8K 0.06% 97
2024
Q1 		$606K Buy
+1,655
New +$529K 0.07% 84
2023
Q3 		– Sell
-1,256
Closed -$309K – 637
2023
Q2 		$309K Sell
1,256
-195
-13% -$43.5K 0.04% 106
2023
Q1 		$332K Sell
1,451
-45
-3% -$10.9K 0.05% 114
2022
Q4 		$358K Buy
1,496
+1,059
+242% +$231K 0.06% 95
2022
Q3 		$72K Buy
437
+51
+13% +$9.32K 0.01% 265
2022
Q2 		$69K Buy
386
+255
+195% +$53.7K 0.02% 255
2022
Q1 		$29K Hold
131
– – 0.01% 270
2021
Q4 		$27K Buy
131
+100
+323% +$20.1K 0.01% 237
2021
Q3 		$6K Sell
31
-39
-56% -$8.12K ﹤0.01% 288
2021
Q2 		$15K Sell
70
-37
-35% -$8.54K ﹤0.01% 237
2021
Q1 		$25K Hold
107
– – 0.01% 205
2020
Q4 		$19K Sell
107
-6
-5% -$1.02K 0.01% 205
2020
Q3 		$17K Buy
+113
New +$15.9K 0.01% 194
2019
Q4 		– Sell
-22
Closed -$3K – 253
2019
Q3 		$3K Sell
22
-161
-88% -$20.5K ﹤0.01% 201
2019
Q2 		$25K Hold
183
– – 0.01% 172
2019
Q1 		$25K Hold
183
– – 0.01% 152
2018
Q4 		$23K Hold
183
– – 0.01% 156
2018
Q3 		$28K Buy
+183
New +$25.9K 0.02% 154

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Crewe Advisors's CAT Position: Q2 2026 in Review

Crewe Advisors increased its Caterpillar (CAT) stake by 4.7% in Q2 2026, buying an estimated $67.6K and bringing the position to 1,707 shares worth $1.82M. The position accounts for 0.13% of the portfolio, ranked #67.

Crewe Advisors first reported a position in CAT in Q3 2018 and has held it in 23 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Crewe Advisors held 1,707 shares of Caterpillar worth $1.82M as of Q2 2026.
  • Crewe Advisors bought 77 Caterpillar shares in Q2 2026, an estimated $67.6K.
  • Caterpillar made up 0.13% of Crewe Advisors's portfolio in Q2 2026, its #67 holding.
  • Crewe Advisors first reported a position in Caterpillar in Q3 2018 and has held it in 23 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.