Handelsbanken Fonder’s Caterpillar CAT Stock Holding History

Handelsbanken Fonder’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	$218M	Buy	205,152 +76,641	+60%	+$67.3M	0.62%	29
2026 Q1	$91M	Buy	128,511 +3,127	+2%	+$2.17M	0.3%	61
2025 Q4	$71.8M	Buy	125,384 +23,818	+23%	+$13.2M	0.22%	81
2025 Q3	$48.5M	Sell	101,566 -6,109	-6%	-$2.61M	0.15%	122
2025 Q2	$41.8M	Buy	107,675 +7,574	+8%	+$2.52M	0.15%	129
2025 Q1	$33M	Buy	100,101 +2,779	+3%	+$990K	0.14%	149
2024 Q4	$35.3M	Buy	97,322 +5,178	+6%	+$2.01M	0.13%	147
2024 Q3	$36M	Buy	92,144 +1,677	+2%	+$579K	0.14%	148
2024 Q2	$30.1M	Sell	90,467 -85,042	-48%	-$29.5M	0.13%	159
2024 Q1	$64.3M	Buy	175,509 +12,308	+8%	+$3.93M	0.28%	76
2023 Q4	$48.3M	Buy	163,201 +27,779	+21%	+$7.21M	0.23%	94
2023 Q3	$37M	Buy	135,422 +10,476	+8%	+$2.84M	0.21%	110
2023 Q2	$30.7M	Buy	124,946 +88,142	+239%	+$19.7M	0.16%	144
2023 Q1	$8.42M	Hold	36,804	–	–	0.05%	349
2022 Q4	$8.82M	Sell	36,804 -34,480	-48%	-$7.51M	0.06%	338
2022 Q3	$11.7M	Sell	71,284 -626	-0.9%	-$114K	0.08%	250
2022 Q2	$12.9M	Sell	71,910 -69,722	-49%	-$14.7M	0.08%	243
2022 Q1	$31.6M	Sell	141,632 -3,125	-2%	-$655K	0.18%	131
2021 Q4	$29.9M	Sell	144,757 -833	-0.6%	-$168K	0.15%	154
2021 Q3	$27.9M	Buy	145,590 +3,650	+3%	+$760K	0.15%	155
2021 Q2	$30.9M	Buy	141,940 +6,970	+5%	+$1.61M	0.16%	139
2021 Q1	$31.3M	Buy	134,970 +4,821	+4%	+$998K	0.18%	125
2020 Q4	$23.7M	Buy	130,149 +2,538	+2%	+$430K	0.14%	148
2020 Q3	$19M	Buy	127,611 +2,200	+2%	+$309K	0.14%	150
2020 Q2	$15.9M	Buy	+125,411	New	+$14.9M	0.13%	152
2018 Q1	–	Sell	-4,000	Closed	-$630K	–	197
2017 Q4	$630K	Sell	4,000 -1,250	-24%	-$173K	0.01%	170
2017 Q3	$655K	Buy	+5,250	New	+$605K	0.02%	173
2016 Q1	–	Sell	-58,948	Closed	-$4.01M	–	280
2015 Q4	$4.01M	Buy	+58,948	New	+$4.12M	0.08%	219

Other funds holding CAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 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 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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Handelsbanken Fonder's CAT Position: Q2 2026 in Review

Handelsbanken Fonder increased its Caterpillar (CAT) stake by 60% in Q2 2026, buying an estimated $67.3M and bringing the position to 205,152 shares worth $218M. The position accounts for 0.62% of the portfolio, ranked #29.

Handelsbanken Fonder first reported a position in CAT in Q4 2015 and has held it in 28 quarters since. 753 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Handelsbanken Fonder held 205,152 shares of Caterpillar worth $218M as of Q2 2026.
Handelsbanken Fonder bought 76,641 Caterpillar shares in Q2 2026, an estimated $67.3M.
Caterpillar made up 0.62% of Handelsbanken Fonder's portfolio in Q2 2026, its #29 holding.
Handelsbanken Fonder first reported a position in Caterpillar in Q4 2015 and has held it in 28 quarters since.
753 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Handelsbanken Fonder's 13F filing for Q2 2026, filed 10 Jul 2026.