CGH
CAT icon

Crossmark Global Holdings’s Caterpillar CAT Stock Holding History

Crossmark Global 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 		$29.7M Buy
27,898
+1,129
+4% +$992K 0.39% 58
2026
Q1 		$19M Buy
26,769
+104
+0.4% +$72K 0.28% 82
2025
Q4 		$15.3M Sell
26,665
-13,520
-34% -$7.51M 0.22% 101
2025
Q3 		$19.2M Sell
40,185
-4,861
-11% -$2.08M 0.29% 81
2025
Q2 		$17.5M Sell
45,046
-5,173
-10% -$1.72M 0.28% 81
2025
Q1 		$16.6M Buy
50,219
+3,669
+8% +$1.31M 0.29% 83
2024
Q4 		$16.9M Sell
46,550
-1,020
-2% -$396K 0.31% 74
2024
Q3 		$18.6M Buy
47,570
+1,787
+4% +$617K 0.33% 68
2024
Q2 		$15.3M Buy
45,783
+2,663
+6% +$923K 0.29% 76
2024
Q1 		$15.8M Buy
43,120
+4,050
+10% +$1.29M 0.3% 75
2023
Q4 		$11.6M Sell
39,070
-8,197
-17% -$2.13M 0.24% 104
2023
Q3 		$12.9M Sell
47,267
-3,691
-7% -$1M 0.29% 82
2023
Q2 		$13.3M Buy
50,958
+26,005
+104% +$5.8M 0.29% 85
2023
Q1 		$5.71M Sell
24,953
-776
-3% -$188K 0.13% 191
2022
Q4 		$6.16M Buy
25,729
+465
+2% +$101K 0.15% 172
2022
Q3 		$4.14M Sell
25,264
-1,393
-5% -$254K 0.12% 208
2022
Q2 		$4.76M Buy
26,657
+809
+3% +$170K 0.12% 196
2022
Q1 		$5.76M Buy
25,848
+9
+0% +$1.89K 0.13% 182
2021
Q4 		$5.34M Sell
25,839
-1,730
-6% -$348K 0.12% 192
2021
Q3 		$5.29M Sell
27,569
-1,080
-4% -$225K 0.12% 180
2021
Q2 		$6.24M Buy
28,649
+648
+2% +$150K 0.15% 164
2021
Q1 		$6.49M Sell
28,001
-1,224
-4% -$253K 0.16% 152
2020
Q4 		$5.32M Sell
29,225
-750
-3% -$127K 0.13% 176
2020
Q3 		$4.47M Sell
29,975
-1,968
-6% -$276K 0.13% 181
2020
Q2 		$4.04M Sell
31,943
-924
-3% -$110K 0.12% 191
2020
Q1 		$3.81M Sell
32,867
-891
-3% -$114K 0.14% 170
2019
Q4 		$4.99M Sell
33,758
-2,277
-6% -$318K 0.14% 176
2019
Q3 		$4.55M Sell
36,035
-4,009
-10% -$509K 0.13% 187
2019
Q2 		$5.46M Buy
40,044
+334
+0.8% +$44.1K 0.15% 157
2019
Q1 		$5.38M Sell
39,710
-865
-2% -$115K 0.15% 166
2018
Q4 		$5.16M Sell
40,575
-4,015
-9% -$522K 0.16% 164
2018
Q3 		$6.8M Sell
44,590
-2,481
-5% -$351K 0.17% 138
2018
Q2 		$6.39M Sell
47,071
-2,473
-5% -$370K 0.17% 139
2018
Q1 		$7.3M Buy
49,544
+2,119
+4% +$335K 0.19% 132
2017
Q4 		$7.47M Buy
47,425
+2,314
+5% +$321K 0.18% 143
2017
Q3 		$5.63M Buy
+45,111
New +$5.2M 0.15% 168
2016
Q3 		$5.63M Buy
+45,111
New +$3.69M 0.15% 168

Other funds holding CAT

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

Crossmark Global Holdings's CAT Position: Q2 2026 in Review

Crossmark Global Holdings increased its Caterpillar (CAT) stake by 4.2% in Q2 2026, buying an estimated $992K and bringing the position to 27,898 shares worth $29.7M. The position accounts for 0.39% of the portfolio, ranked #58.

Crossmark Global Holdings first reported a position in CAT in Q3 2016 and has held it in 37 quarters since. 958 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Crossmark Global Holdings held 27,898 shares of Caterpillar worth $29.7M as of Q2 2026.
  • Crossmark Global Holdings bought 1,129 Caterpillar shares in Q2 2026, an estimated $992K.
  • Caterpillar made up 0.39% of Crossmark Global Holdings's portfolio in Q2 2026, its #58 holding.
  • Crossmark Global Holdings first reported a position in Caterpillar in Q3 2016 and has held it in 37 quarters since.
  • 958 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.