Cromwell Holdings’s Caterpillar CAT Stock Holding History

Cromwell Holdings’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	$1.57M	Hold	1,476	–	–	0.71%	23
2026 Q1	$1.05M	Hold	1,476	–	–	0.59%	25
2025 Q4	$846K	Hold	1,476	–	–	0.46%	33
2025 Q3	$704K	Hold	1,476	–	–	0.38%	39
2025 Q2	$573K	Hold	1,476	–	–	0.35%	48
2025 Q1	$487K	Hold	1,476	–	–	0.31%	61
2024 Q4	$535K	Hold	1,476	–	–	0.31%	53
2024 Q3	$577K	Hold	1,476	–	–	0.37%	47
2024 Q2	$492K	Buy	+1,476	New	+$512K	0.29%	55

Other funds holding CAT

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

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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Cromwell Holdings's CAT Position: Q2 2026 in Review

Cromwell Holdings held its Caterpillar (CAT) position steady in Q2 2026 at 1,476 shares worth $1.57M. The position accounts for 0.71% of the portfolio, ranked #23.

Cromwell Holdings first reported a position in CAT in Q2 2024 and has held it in 9 quarters since. 736 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Cromwell Holdings held 1,476 shares of Caterpillar worth $1.57M as of Q2 2026.
Cromwell Holdings left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.71% of Cromwell Holdings's portfolio in Q2 2026, its #23 holding.
Cromwell Holdings first reported a position in Caterpillar in Q2 2024 and has held it in 9 quarters since.
736 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.