CAMG
CAT icon

CWA Asset Management Group’s Caterpillar CAT Stock Holding History

CWA Asset Management Group’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
2021
Q4 		– Sell
-3,000
Closed -$5K – 312
2021
Q3 		$5K Buy
+3,000
New +$625K ﹤0.01% 284

Other funds holding CAT

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
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

CWA Asset Management Group's CAT Position: Q2 2026 in Review

CWA Asset Management Group reduced its Caterpillar (CAT) stake by 4.4% in Q2 2026, selling an estimated $312K and leaving 7,727 shares worth $8.23M. The position accounts for 0.25% of the portfolio, ranked #87.

CWA Asset Management Group first reported a position in CAT in Q4 2016 and has held it in 38 quarters since. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • CWA Asset Management Group held 7,727 shares of Caterpillar worth $8.23M as of Q2 2026.
  • CWA Asset Management Group sold 355 Caterpillar shares in Q2 2026, an estimated $312K.
  • Caterpillar made up 0.25% of CWA Asset Management Group's portfolio in Q2 2026, its #87 holding.
  • CWA Asset Management Group first reported a position in Caterpillar in Q4 2016 and has held it in 38 quarters since.
  • 1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.