HCM
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Howland Capital Management’s Caterpillar CAT Stock Holding History

Howland Capital 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 		$7.09M Sell
6,659
-26
-0.4% -$22.8K 0.26% 69
2026
Q1 		$4.74M Hold
6,685
– – 0.19% 70
2025
Q4 		$3.83M Sell
6,685
-40
-0.6% -$22.2K 0.15% 83
2025
Q3 		$3.21M Sell
6,725
-150
-2% -$64K 0.12% 89
2025
Q2 		$2.67M Sell
6,875
-942
-12% -$314K 0.11% 93
2025
Q1 		$2.58M Hold
7,817
– – 0.11% 94
2024
Q4 		$2.84M Buy
7,817
+916
+13% +$355K 0.12% 89
2024
Q3 		$2.7M Sell
6,901
-20
-0.3% -$6.91K 0.12% 92
2024
Q2 		$2.31M Sell
6,921
-450
-6% -$156K 0.11% 92
2024
Q1 		$2.7M Sell
7,371
-459
-6% -$147K 0.13% 89
2023
Q4 		$2.32M Sell
7,830
-4
-0.1% -$1.04K 0.12% 93
2023
Q3 		$2.14M Buy
7,834
+149
+2% +$40.4K 0.12% 94
2023
Q2 		$1.89M Sell
7,685
-469
-6% -$105K 0.11% 98
2023
Q1 		$1.87M Buy
8,154
+3,026
+59% +$732K 0.11% 98
2022
Q4 		$1.23M Hold
5,128
– – 0.08% 114
2022
Q3 		$841K Sell
5,128
-177
-3% -$32.3K 0.05% 130
2022
Q2 		$948K Sell
5,305
-40
-0.7% -$8.43K 0.06% 125
2022
Q1 		$1.19M Buy
5,345
+274
+5% +$57.5K 0.06% 104
2021
Q4 		$1.05M Sell
5,071
-20,058
-80% -$4.04M 0.05% 107
2021
Q3 		$4.82M Buy
25,129
+9
+0% +$1.87K 0.25% 66
2021
Q2 		$5.47M Sell
25,120
-850
-3% -$196K 0.28% 66
2021
Q1 		$6.02M Sell
25,970
-450
-2% -$93.2K 0.34% 63
2020
Q4 		$4.81M Sell
26,420
-1,705
-6% -$289K 0.28% 65
2020
Q3 		$4.2M Sell
28,125
-253
-0.9% -$35.5K 0.28% 63
2020
Q2 		$3.59M Sell
28,378
-425
-1% -$50.4K 0.26% 67
2020
Q1 		$3.34M Sell
28,803
-125
-0.4% -$16K 0.29% 67
2019
Q4 		$4.27M Sell
28,928
-750
-3% -$105K 0.3% 67
2019
Q3 		$3.75M Buy
29,678
+833
+3% +$106K 0.28% 69
2019
Q2 		$3.93M Hold
28,845
– – 0.3% 67
2019
Q1 		$3.91M Sell
28,845
-571
-2% -$75.8K 0.32% 68
2018
Q4 		$3.74M Sell
29,416
-100
-0.3% -$13K 0.35% 69
2018
Q3 		$4.5M Sell
29,516
-5
-0% -$707 0.34% 73
2018
Q2 		$4M Sell
29,521
-180
-0.6% -$26.9K 0.32% 74
2018
Q1 		$4.38M Sell
29,701
-1,295
-4% -$204K 0.35% 73
2017
Q4 		$4.88M Sell
30,996
-60
-0.2% -$8.32K 0.39% 68
2017
Q3 		$3.87M Sell
31,056
-50
-0.2% -$5.76K 0.32% 69
2017
Q2 		$3.34M Buy
31,106
+775
+3% +$78.7K 0.28% 72
2017
Q1 		$2.81M Hold
30,331
– – 0.24% 74
2016
Q4 		$2.81M Sell
30,331
-500
-2% -$45.3K 0.26% 72
2016
Q3 		$2.74M Buy
30,831
+20
+0.1% +$1.64K 0.25% 74
2016
Q2 		$2.34M Hold
30,811
– – 0.22% 79
2016
Q1 		$2.36M Sell
30,811
-500
-2% -$33.5K 0.24% 74
2015
Q4 		$2.13M Buy
31,311
+100
+0.3% +$6.99K 0.22% 83
2015
Q3 		$2.04M Buy
31,211
+260
+0.8% +$19.9K 0.22% 82
2015
Q2 		$2.63M Sell
30,951
-380
-1% -$32.7K 0.27% 74
2015
Q1 		$2.51M Sell
31,331
-321
-1% -$26.7K 0.26% 76
2014
Q4 		$2.9M Buy
31,652
+300
+1% +$29.2K 0.29% 72
2014
Q3 		$3.1M Sell
31,352
-1,000
-3% -$106K 0.32% 71
2014
Q2 		$3.52M Buy
32,352
+180
+0.6% +$18.9K 0.36% 68
2014
Q1 		$3.2M Sell
32,172
-838
-3% -$79K 0.36% 66
2013
Q4 		$3M Sell
33,010
-280
-0.8% -$23.9K 0.37% 67
2013
Q3 		$2.78M Buy
33,290
+19,590
+143% +$1.66M 0.38% 68
2013
Q2 		$1.13M Buy
+13,700
New +$1.17M 0.18% 82

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

Howland Capital Management's CAT Position: Q2 2026 in Review

Howland Capital Management reduced its Caterpillar (CAT) stake by 0.39% in Q2 2026, selling an estimated $22.8K and leaving 6,659 shares worth $7.09M. The position accounts for 0.26% of the portfolio, ranked #69.

Howland Capital Management first reported a position in CAT in Q2 2013 and has held it in 53 quarters since. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Howland Capital Management held 6,659 shares of Caterpillar worth $7.09M as of Q2 2026.
  • Howland Capital Management sold 26 Caterpillar shares in Q2 2026, an estimated $22.8K.
  • Caterpillar made up 0.26% of Howland Capital Management's portfolio in Q2 2026, its #69 holding.
  • Howland Capital Management first reported a position in Caterpillar in Q2 2013 and has held it in 53 quarters since.
  • 1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Howland Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.