FOA
CAT icon

Five Oceans Advisors’s Caterpillar CAT Stock Holding History

Five Oceans 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 		$1.25M Sell
1,174
-5
-0.4% -$4.39K 0.4% 34
2026
Q1 		$835K Buy
1,179
+4
+0.3% +$2.77K 0.3% 41
2025
Q4 		$673K Buy
1,175
+2
+0.2% +$1.11K 0.24% 55
2025
Q3 		$560K Sell
1,173
-27
-2% -$11.5K 0.21% 60
2025
Q2 		$466K Buy
1,200
+2
+0.2% +$667 0.2% 69
2025
Q1 		$395K Buy
1,198
+5
+0.4% +$1.78K 0.19% 71
2024
Q4 		$433K Buy
1,193
+10
+0.8% +$3.88K 0.2% 66
2024
Q3 		$463K Buy
1,183
+7
+0.6% +$2.42K 0.22% 67
2024
Q2 		$392K Sell
1,176
-16
-1% -$5.55K 0.21% 80
2024
Q1 		$437K Hold
1,192
– – 0.22% 71
2023
Q4 		$352K Sell
1,192
-2
-0.2% -$519 0.2% 89
2023
Q3 		$326K Buy
1,194
+9
+0.8% +$2.44K 0.21% 90
2023
Q2 		$292K Buy
1,185
+26
+2% +$5.8K 0.19% 99
2023
Q1 		$265K Buy
1,159
+60
+5% +$14.5K 0.17% 107
2022
Q4 		$263K Buy
+1,099
New +$239K 0.18% 110

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
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
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

Five Oceans Advisors's CAT Position: Q2 2026 in Review

Five Oceans Advisors reduced its Caterpillar (CAT) stake by 0.42% in Q2 2026, selling an estimated $4.39K and leaving 1,174 shares worth $1.25M. The position accounts for 0.4% of the portfolio, ranked #34.

Five Oceans Advisors first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. 736 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Five Oceans Advisors held 1,174 shares of Caterpillar worth $1.25M as of Q2 2026.
  • Five Oceans Advisors sold 5 Caterpillar shares in Q2 2026, an estimated $4.39K.
  • Caterpillar made up 0.4% of Five Oceans Advisors's portfolio in Q2 2026, its #34 holding.
  • Five Oceans Advisors first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
  • 736 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Five Oceans Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.