JWCA
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J.W. Cole Advisors’s Caterpillar CAT Stock Holding History

J.W. Cole 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 		$24.2M Buy
+22,702
New +$19.9M 0.41% 37
2026
Q1 		– Sell
-23,560
Closed -$12.8M – 856
2025
Q4 		$12.8M Sell
23,560
-1,154
-5% -$641K 0.31% 54
2025
Q3 		$11.8M Sell
24,714
-58
-0.2% -$24.8K 0.23% 84
2025
Q2 		$9.62M Buy
24,772
+2,156
+10% +$719K 0.2% 105
2025
Q1 		$7.46M Buy
22,616
+12,960
+134% +$4.62M 0.23% 89
2024
Q4 		$3.5M Buy
9,656
+84
+0.9% +$32.6K 0.14% 144
2024
Q3 		$3.74M Buy
9,572
+660
+7% +$228K 0.16% 135
2024
Q2 		$2.97M Sell
8,912
-20
-0.2% -$6.93K 0.14% 148
2024
Q1 		$3.27M Buy
8,932
+359
+4% +$115K 0.17% 137
2023
Q4 		$2.54M Buy
8,573
+958
+13% +$249K 0.15% 164
2023
Q3 		$2.08M Sell
7,615
-98
-1% -$26.6K 0.15% 154
2023
Q2 		$1.9M Buy
7,713
+722
+10% +$161K 0.14% 172
2023
Q1 		$1.6M Buy
6,991
+225
+3% +$54.4K 0.11% 208
2022
Q4 		$1.62M Buy
6,766
+71
+1% +$15.5K 0.12% 193
2022
Q3 		$1.1M Sell
6,695
-159
-2% -$29K 0.09% 243
2022
Q2 		$1.23M Sell
6,854
-528
-7% -$111K 0.1% 230
2022
Q1 		$1.65M Sell
7,382
-363
-5% -$76.1K 0.11% 206
2021
Q4 		$1.6M Sell
7,745
-22
-0.3% -$4.43K 0.1% 215
2021
Q3 		$1.49M Sell
7,767
-74
-0.9% -$15.4K 0.11% 134
2021
Q2 		$1.71M Buy
7,841
+1,034
+15% +$239K 0.13% 178
2021
Q1 		$1.58M Sell
6,807
-46
-0.7% -$9.52K 0.15% 164
2020
Q4 		$1.25M Sell
6,853
-17,679
-72% -$3M 0.13% 192
2020
Q3 		$3.66M Buy
+24,532
New +$3.45M 0.28% 86
2020
Q1 		– Sell
-6,887
Closed -$1.02M – 158
2019
Q4 		$1.02M Buy
+6,887
New +$961K 0.13% 184

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

J.W. Cole Advisors's CAT Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Caterpillar (CAT) in Q2 2026: 22,702 shares worth $24.2M. The stake represents 0.41% of the portfolio and ranks #37 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in CAT as recently as Q4 2025.

J.W. Cole Advisors first reported a position in CAT in Q4 2019 and has held it in 24 quarters since. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • J.W. Cole Advisors held 22,702 shares of Caterpillar worth $24.2M as of Q2 2026.
  • Caterpillar was a new J.W. Cole Advisors position in Q2 2026.
  • Caterpillar made up 0.41% of J.W. Cole Advisors's portfolio in Q2 2026, its #37 holding.
  • J.W. Cole Advisors first reported a position in Caterpillar in Q4 2019 and has held it in 24 quarters since.
  • 1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.