GIM
CAT icon

Goelzer Investment Management’s Caterpillar CAT Stock Holding History

Goelzer Investment Management’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 		$20.3M Sell
19,073
-1,143
-6% -$1M 0.89% 17
2026
Q1 		$14.3M Sell
20,216
-1,900
-9% -$1.32M 0.69% 22
2025
Q4 		$12.7M Sell
22,116
-2,198
-9% -$1.22M 0.59% 28
2025
Q3 		$11.6M Sell
24,314
-197
-0.8% -$84.1K 0.61% 26
2025
Q2 		$9.52M Buy
24,511
+26
+0.1% +$8.67K 0.52% 35
2025
Q1 		$8.08M Buy
24,485
+8,846
+57% +$3.15M 0.47% 47
2024
Q4 		$5.67M Buy
15,639
+395
+3% +$153K 0.33% 71
2024
Q3 		$5.96M Sell
15,244
-153
-1% -$52.8K 0.33% 70
2024
Q2 		$5.13M Sell
15,397
-5
-0% -$1.73K 0.29% 77
2024
Q1 		$5.64M Sell
15,402
-200
-1% -$63.9K 0.32% 72
2023
Q4 		$4.61M Buy
15,602
+492
+3% +$128K 0.3% 81
2023
Q3 		$4.13M Sell
15,110
-63
-0.4% -$17.1K 0.29% 79
2023
Q2 		$3.73M Sell
15,173
-302
-2% -$67.3K 0.32% 93
2023
Q1 		$3.54M Sell
15,475
-467
-3% -$113K 0.31% 93
2022
Q4 		$3.82M Buy
15,942
+3,983
+33% +$867K 0.33% 87
2022
Q3 		$1.96M Sell
11,959
-287
-2% -$52.4K 0.2% 123
2022
Q2 		$2.19M Buy
12,246
+1,036
+9% +$218K 0.21% 121
2022
Q1 		$2.5M Buy
11,210
+836
+8% +$175K 0.22% 121
2021
Q4 		$2.15M Buy
+10,374
New +$2.09M 0.17% 136

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

Goelzer Investment Management's CAT Position: Q2 2026 in Review

Goelzer Investment Management reduced its Caterpillar (CAT) stake by 5.7% in Q2 2026, selling an estimated $1M and leaving 19,073 shares worth $20.3M. The position accounts for 0.89% of the portfolio, ranked #17.

Goelzer Investment Management first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. 736 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Goelzer Investment Management held 19,073 shares of Caterpillar worth $20.3M as of Q2 2026.
  • Goelzer Investment Management sold 1,143 Caterpillar shares in Q2 2026, an estimated $1M.
  • Caterpillar made up 0.89% of Goelzer Investment Management's portfolio in Q2 2026, its #17 holding.
  • Goelzer Investment Management first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
  • 736 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.