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Fort Washington Investment Advisors’s Caterpillar CAT Stock Holding History

Fort Washington Investment 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 		$87.6M Sell
82,247
-18,425
-18% -$16.2M 0.44% 51
2026
Q1 		$71.3M Sell
100,672
-14,494
-13% -$10M 0.39% 61
2025
Q4 		$66M Sell
115,166
-42,564
-27% -$23.7M 0.35% 66
2025
Q3 		$75.3M Sell
157,730
-5,947
-4% -$2.54M 0.41% 59
2025
Q2 		$63.5M Sell
163,677
-2,741
-2% -$914K 0.37% 68
2025
Q1 		$54.9M Sell
166,418
-306
-0.2% -$109K 0.34% 75
2024
Q4 		$60.5M Buy
166,724
+14,338
+9% +$5.56M 0.36% 68
2024
Q3 		$59.6M Buy
152,386
+1,337
+0.9% +$462K 0.36% 68
2024
Q2 		$50.3M Sell
151,049
-10,544
-7% -$3.66M 0.33% 78
2024
Q1 		$59.2M Sell
161,593
-28,347
-15% -$9.06M 0.38% 72
2023
Q4 		$56.2M Sell
189,940
-15,445
-8% -$4.01M 0.39% 69
2023
Q3 		$56.1M Buy
205,385
+4,012
+2% +$1.09M 0.42% 63
2023
Q2 		$49.5M Sell
201,373
-1,850
-0.9% -$412K 0.36% 73
2023
Q1 		$46.5M Sell
203,223
-47,838
-19% -$11.6M 0.35% 81
2022
Q4 		$60.1M Sell
251,061
-14,079
-5% -$3.06M 0.47% 67
2022
Q3 		$43.5M Buy
265,140
+5,571
+2% +$1.02M 0.36% 84
2022
Q2 		$46.4M Sell
259,569
-24,310
-9% -$5.12M 0.36% 83
2022
Q1 		$63.3M Buy
283,879
+4,333
+2% +$909K 0.4% 74
2021
Q4 		$57.8M Buy
279,546
+156
+0.1% +$31.4K 0.35% 77
2021
Q3 		$53.6M Buy
279,390
+203,621
+269% +$42.4M 0.34% 81
2021
Q2 		$16.5M Sell
75,769
-45
-0.1% -$10.4K 0.15% 106
2021
Q1 		$17.6M Sell
75,814
-551
-0.7% -$114K 0.17% 94
2020
Q4 		$13.9M Sell
76,365
-135,358
-64% -$23M 0.15% 104
2020
Q3 		$31.6M Sell
211,723
-28,586
-12% -$4.02M 0.34% 60
2020
Q2 		$30.4M Buy
240,309
+22,974
+11% +$2.72M 0.34% 64
2020
Q1 		$25.2M Buy
217,335
+3,245
+2% +$414K 0.34% 66
2019
Q4 		$31.6M Buy
214,090
+18,694
+10% +$2.61M 0.34% 64
2019
Q3 		$24.7M Buy
195,396
+18,018
+10% +$2.29M 0.27% 77
2019
Q2 		$24.2M Hold
177,378
– – 0.27% 87
2019
Q1 		$24M Buy
177,378
+46
+0% +$6.11K 0.27% 89
2018
Q4 		$22.5M Sell
177,332
-15,344
-8% -$2M 0.28% 92
2018
Q3 		$29.4M Buy
192,676
+72,538
+60% +$10.3M 0.29% 75
2018
Q2 		$16.3M Buy
120,138
+65,337
+119% +$9.76M 0.16% 162
2018
Q1 		$8.08M Sell
54,801
-9,597
-15% -$1.52M 0.08% 199
2017
Q4 		$10.1M Sell
64,398
-300
-0.5% -$41.6K 0.1% 212
2017
Q3 		$8.07M Sell
64,698
-128
-0.2% -$14.7K 0.12% 108
2017
Q2 		$6.97M Sell
64,826
-22
-0% -$2.23K 0.11% 114
2017
Q1 		$6.01M Buy
64,848
+1,250
+2% +$118K 0.1% 119
2016
Q4 		$5.9M Buy
63,598
+55,460
+681% +$5.03M 0.1% 111
2016
Q3 		$722K Buy
+8,138
New +$666K 0.01% 309
2016
Q2 		– Sell
-50,606
Closed -$3.87M – 459
2016
Q1 		$3.87M Sell
50,606
-250
-0.5% -$16.8K 0.08% 146
2015
Q4 		$3.46M Sell
50,856
-767
-1% -$53.6K 0.07% 160
2015
Q3 		$3.37M Buy
51,623
+1,467
+3% +$112K 0.07% 165
2015
Q2 		$4.25M Hold
50,156
– – 0.08% 141
2015
Q1 		$4.01M Sell
50,156
-400
-0.8% -$33.2K 0.08% 147
2014
Q4 		$4.63M Hold
50,556
– – 0.09% 139
2014
Q3 		$5.01M Sell
50,556
-25,496
-34% -$2.7M 0.1% 138
2014
Q2 		$8.27M Buy
76,052
+135
+0.2% +$14.2K 0.16% 129
2014
Q1 		$7.54M Buy
75,917
+100
+0.1% +$9.43K 0.16% 124
2013
Q4 		$6.88M Sell
75,817
-198,375
-72% -$16.9M 0.16% 106
2013
Q3 		$22.9M Sell
274,192
-465
-0.2% -$39.3K 0.55% 48
2013
Q2 		$22.7M Buy
+274,657
New +$23.4M 0.52% 45

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

Fort Washington Investment Advisors's CAT Position: Q2 2026 in Review

Fort Washington Investment Advisors reduced its Caterpillar (CAT) stake by 18% in Q2 2026, selling an estimated $16.2M and leaving 82,247 shares worth $87.6M. The position accounts for 0.44% of the portfolio, ranked #51.

Fort Washington Investment Advisors first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Fort Washington Investment Advisors held 82,247 shares of Caterpillar worth $87.6M as of Q2 2026.
  • Fort Washington Investment Advisors sold 18,425 Caterpillar shares in Q2 2026, an estimated $16.2M.
  • Caterpillar made up 0.44% of Fort Washington Investment Advisors's portfolio in Q2 2026, its #51 holding.
  • Fort Washington Investment Advisors first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
  • 1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Fort Washington Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.