Garde Capital’s Caterpillar CAT Stock Holding History

Garde Capital’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	$5.84M	Buy	5,482 +20	+0.4%	+$17.6K	0.26%	55
2026 Q1	$3.87M	Buy	5,462 +328	+6%	+$227K	0.23%	54
2025 Q4	$2.94M	Buy	5,134 +12	+0.2%	+$6.67K	0.17%	67
2025 Q3	$2.44M	Sell	5,122 -237	-4%	-$101K	0.12%	80
2025 Q2	$2.08M	Buy	5,359 +2	+0%	+$667	0.11%	83
2025 Q1	$1.77M	Buy	5,357 +1	+0%	+$356	0.1%	83
2024 Q4	$1.94M	Buy	5,356 +335	+7%	+$130K	0.13%	70
2024 Q3	$1.96M	Hold	5,021	–	–	0.13%	67
2024 Q2	$1.67M	Sell	5,021 -55	-1%	-$19.1K	0.12%	73
2024 Q1	$1.86M	Sell	5,076 -40	-0.8%	-$12.8K	0.13%	68
2023 Q4	$1.51M	Buy	5,116 +270	+6%	+$70K	0.12%	74
2023 Q3	$1.32M	Buy	4,846 +10	+0.2%	+$2.71K	0.11%	75
2023 Q2	$1.19M	Hold	4,836	–	–	0.1%	82
2023 Q1	$1.11M	Buy	4,836 +25	+0.5%	+$6.04K	0.12%	77
2022 Q4	$1.15M	Hold	4,811	–	–	0.14%	72
2022 Q3	$789K	Hold	4,811	–	–	0.1%	81
2022 Q2	$860K	Buy	4,811 +83	+2%	+$17.5K	0.1%	81
2022 Q1	$1.05M	Hold	4,728	–	–	0.11%	85
2021 Q4	$977K	Buy	4,728 +4	+0.1%	+$805	0.1%	88
2021 Q3	$907K	Hold	4,724	–	–	0.09%	90
2021 Q2	$1.03M	Hold	4,724	–	–	0.11%	83
2021 Q1	$1.09M	Sell	4,724 -1,230	-21%	-$255K	0.13%	79
2020 Q4	$1.08M	Hold	5,954	–	–	0.13%	72
2020 Q3	$888K	Hold	5,954	–	–	0.13%	74
2020 Q2	$753K	Sell	5,954 -400	-6%	-$47.4K	0.11%	74
2020 Q1	$737K	Hold	6,354	–	–	0.13%	63
2019 Q4	$938K	Buy	6,354 +67	+1%	+$9.35K	0.14%	62
2019 Q3	$794K	Sell	6,287 -300	-5%	-$38.1K	0.12%	66
2019 Q2	$898K	Sell	6,587 -100	-1%	-$13.2K	0.15%	61
2019 Q1	$906K	Hold	6,687	–	–	0.16%	59
2018 Q4	$850K	Hold	6,687	–	–	0.15%	83
2018 Q3	$865K	Buy	6,687 +800	+14%	+$113K	0.15%	80
2018 Q2	$799K	Hold	5,887	–	–	0.14%	84
2018 Q1	$868K	Sell	5,887 -400	-6%	-$63.2K	0.16%	80
2017 Q4	$991K	Buy	6,287 +400	+7%	+$55.5K	0.19%	68
2017 Q3	$734K	Sell	5,887 -1,100	-16%	-$127K	0.14%	84
2017 Q2	$751K	Hold	6,987	–	–	0.19%	52
2017 Q1	$648K	Hold	6,987	–	–	0.17%	54
2016 Q4	$648K	Sell	6,987 -250	-3%	-$22.7K	0.19%	55
2016 Q3	$473K	Buy	7,237 +250	+4%	+$20.5K	0.15%	102
2016 Q2	$530K	Sell	6,987 -1,375	-16%	-$103K	0.17%	58
2016 Q1	$640K	Buy	8,362 +1,125	+16%	+$75.5K	0.21%	49
2015 Q4	$492K	Hold	7,237	–	–	0.17%	64
2015 Q3	$473K	Hold	7,237	–	–	0.15%	102
2015 Q2	$614K	Hold	7,237	–	–	0.18%	90
2015 Q1	$579K	Hold	7,237	–	–	0.18%	92
2014 Q4	$662K	Sell	7,237 -84	-1%	-$8.18K	0.2%	87
2014 Q3	$725K	Buy	7,321 +84	+1%	+$8.9K	0.28%	56
2014 Q2	$786K	Buy	+7,237	New	+$760K	0.31%	49

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Garde Capital's CAT Position: Q2 2026 in Review

Garde Capital increased its Caterpillar (CAT) stake by 0.37% in Q2 2026, buying an estimated $17.6K and bringing the position to 5,482 shares worth $5.84M. The position accounts for 0.26% of the portfolio, ranked #55.

Garde Capital first reported a position in CAT in Q2 2014 and has held it in 49 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Garde Capital held 5,482 shares of Caterpillar worth $5.84M as of Q2 2026.
Garde Capital bought 20 Caterpillar shares in Q2 2026, an estimated $17.6K.
Caterpillar made up 0.26% of Garde Capital's portfolio in Q2 2026, its #55 holding.
Garde Capital first reported a position in Caterpillar in Q2 2014 and has held it in 49 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Garde Capital's 13F filing for Q2 2026, filed 31 Jul 2026.