CI
CAT icon

CX Institutional’s Caterpillar CAT Stock Holding History

CX Institutional’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 		$13.3M Sell
12,491
-1,553
-11% -$1.36M 0.38% 52
2026
Q1 		$9.95M Sell
14,044
-12,158
-46% -$8.42M 0.3% 71
2025
Q4 		$15M Buy
26,202
+156
+0.6% +$86.7K 0.45% 48
2025
Q3 		$12.4M Sell
26,046
-6,874
-21% -$2.93M 0.38% 54
2025
Q2 		$12.8M Buy
32,920
+2,002
+6% +$667K 0.45% 44
2025
Q1 		$10.2M Buy
30,918
+5,523
+22% +$1.97M 0.38% 64
2024
Q4 		$9.21M Sell
25,395
-1,393
-5% -$540K 0.37% 62
2024
Q3 		$10.5M Buy
26,788
+24,032
+872% +$8.3M 0.47% 61
2024
Q2 		$918K Buy
2,756
+25
+0.9% +$8.67K 0.04% 291
2024
Q1 		$1M Sell
2,731
-130
-5% -$41.5K 0.05% 283
2023
Q4 		$846K Sell
2,861
-98
-3% -$25.4K 0.05% 275
2023
Q3 		$808K Sell
2,959
-24
-0.8% -$6.51K 0.04% 278
2023
Q2 		$734K Buy
2,983
+39
+1% +$8.7K 0.04% 311
2023
Q1 		$676K Buy
2,944
+108
+4% +$26.1K 0.04% 328
2022
Q4 		$679K Buy
+2,836
New +$617K 0.04% 326
2022
Q3 		– Sell
-10,469
Closed -$1.87M – 555
2022
Q2 		$1.87M Buy
10,469
+184
+2% +$38.8K 0.14% 178
2022
Q1 		$2.29M Buy
10,285
+9,028
+718% +$1.89M 0.18% 139
2021
Q4 		$260K Buy
1,257
+294
+31% +$59.2K 0.02% 300
2021
Q3 		$185K Sell
963
-83
-8% -$17.3K 0.02% 359
2021
Q2 		$228K Sell
1,046
-55
-5% -$12.7K 0.02% 326
2021
Q1 		$255K Sell
1,101
-15,608
-93% -$3.23M 0.02% 280
2020
Q4 		$3.04M Sell
16,709
-4,467
-21% -$758K 0.29% 94
2020
Q3 		$3.16M Buy
21,176
+20,664
+4,036% +$2.9M 0.34% 76
2020
Q2 		$65K Buy
512
+102
+25% +$12.1K 0.01% 321
2020
Q1 		$48K Sell
410
-2,690
-87% -$344K 0.01% 315
2019
Q4 		$458K Buy
3,100
+2,988
+2,668% +$417K 0.08% 154
2019
Q3 		$14K Sell
112
-22
-16% -$2.79K ﹤0.01% 415
2019
Q2 		$18K Sell
134
-45
-25% -$5.95K ﹤0.01% 411
2019
Q1 		$24K Buy
179
+112
+167% +$14.9K ﹤0.01% 387
2018
Q4 		$9K Buy
+67
New +$8.72K ﹤0.01% 356

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

CX Institutional's CAT Position: Q2 2026 in Review

CX Institutional reduced its Caterpillar (CAT) stake by 11% in Q2 2026, selling an estimated $1.36M and leaving 12,491 shares worth $13.3M. The position accounts for 0.38% of the portfolio, ranked #52.

CX Institutional first reported a position in CAT in Q4 2018 and has held it in 30 quarters since. The position peaked at $15M in Q4 2025. 938 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • CX Institutional held 12,491 shares of Caterpillar worth $13.3M as of Q2 2026.
  • CX Institutional sold 1,553 Caterpillar shares in Q2 2026, an estimated $1.36M.
  • Caterpillar made up 0.38% of CX Institutional's portfolio in Q2 2026, its #52 holding.
  • CX Institutional first reported a position in Caterpillar in Q4 2018 and has held it in 30 quarters since.
  • CX Institutional's Caterpillar position peaked at $15M in Q4 2025.
  • 938 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.