COA
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Crown Oak Advisors’s Caterpillar CAT Stock Holding History

Crown Oak 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 		$5.36M Sell
5,034
-787
-14% -$691K 2.5% 13
2026
Q1 		$4.12M Hold
5,821
– – 2.07% 15
2025
Q4 		$3.33M Hold
5,821
– – 1.58% 18
2025
Q3 		$2.26M Hold
5,821
– – 1.07% 19
2025
Q2 		$2.26M Sell
5,821
-179
-3% -$59.7K 1.07% 19
2025
Q1 		$1.98M Hold
6,000
– – 1% 18
2024
Q4 		$2.18M Hold
6,000
– – 1.12% 19
2024
Q3 		$2.35M Hold
6,000
– – 1.3% 19
2024
Q2 		$2M Hold
6,000
– – 1.13% 19
2024
Q1 		$2.2M Hold
6,000
– – 1.21% 19
2023
Q4 		$1.77M Buy
+6,000
New +$1.56M 1.04% 18

Other funds holding CAT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Crown Oak Advisors's CAT Position: Q2 2026 in Review

Crown Oak Advisors reduced its Caterpillar (CAT) stake by 14% in Q2 2026, selling an estimated $691K and leaving 5,034 shares worth $5.36M. The position accounts for 2.5% of the portfolio, ranked #13.

Crown Oak Advisors first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 2,537 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Crown Oak Advisors held 5,034 shares of Caterpillar worth $5.36M as of Q2 2026.
  • Crown Oak Advisors sold 787 Caterpillar shares in Q2 2026, an estimated $691K.
  • Caterpillar made up 2.5% of Crown Oak Advisors's portfolio in Q2 2026, its #13 holding.
  • Crown Oak Advisors first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
  • 2,537 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Crown Oak Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.