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Knights of Columbus Asset Advisors’s Caterpillar CAT Stock Holding History

Knights of Columbus Asset 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 		$24.5M Buy
22,967
+151
+0.7% +$133K 1.23% 14
2026
Q1 		$16.2M Buy
22,816
+699
+3% +$484K 0.91% 19
2025
Q4 		$12.7M Sell
22,117
-2,394
-10% -$1.33M 0.72% 32
2025
Q3 		$11.7M Sell
24,511
-943
-4% -$403K 0.67% 33
2025
Q2 		$9.88M Sell
25,454
-1,620
-6% -$540K 0.6% 43
2025
Q1 		$8.93M Sell
27,074
-335
-1% -$119K 0.61% 46
2024
Q4 		$9.94M Sell
27,409
-36
-0.1% -$14K 0.66% 37
2024
Q3 		$10.7M Buy
27,445
+7,109
+35% +$2.46M 0.71% 34
2024
Q2 		$6.77M Sell
20,336
-977
-5% -$339K 0.44% 59
2024
Q1 		$7.81M Sell
21,313
-111
-0.5% -$35.5K 0.57% 41
2023
Q4 		$6.33M Buy
21,424
+193
+0.9% +$50.1K 0.41% 73
2023
Q3 		$5.8M Buy
21,231
+799
+4% +$217K 0.53% 47
2023
Q2 		$5.03M Sell
20,432
-25
-0.1% -$5.57K 0.45% 64
2023
Q1 		$4.68M Sell
20,457
-4,829
-19% -$1.17M 0.46% 59
2022
Q4 		$6.06M Sell
25,286
-4,071
-14% -$886K 0.63% 28
2022
Q3 		$4.82M Buy
29,357
+2,890
+11% +$528K 0.49% 56
2022
Q2 		$4.73M Sell
26,467
-5,429
-17% -$1.14M 0.47% 64
2022
Q1 		$7.11M Buy
31,896
+83
+0.3% +$17.4K 0.61% 40
2021
Q4 		$6.58M Buy
31,813
+711
+2% +$143K 0.53% 55
2021
Q3 		$5.97M Sell
31,102
-1,096
-3% -$228K 0.53% 53
2021
Q2 		$7.01M Buy
32,198
+20,763
+182% +$4.8M 0.65% 26
2021
Q1 		$2.65M Buy
11,435
+2,163
+23% +$448K 0.26% 128
2020
Q4 		$1.69M Sell
9,272
-9,679
-51% -$1.64M 0.18% 200
2020
Q3 		$2.83M Buy
18,951
+3,586
+23% +$504K 0.35% 99
2020
Q2 		$1.94M Buy
+15,365
New +$1.82M 0.24% 127
2019
Q4 		– Sell
-1,028
Closed -$130K – 396
2019
Q3 		$130K Buy
1,028
+10
+1% +$1.27K 0.05% 130
2019
Q2 		$139K Hold
1,018
– – 0.05% 133
2019
Q1 		$138K Buy
+1,018
New +$135K 0.06% 133

Other funds holding CAT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Knights of Columbus Asset Advisors's CAT Position: Q2 2026 in Review

Knights of Columbus Asset Advisors increased its Caterpillar (CAT) stake by 0.66% in Q2 2026, buying an estimated $133K and bringing the position to 22,967 shares worth $24.5M. The position accounts for 1.23% of the portfolio, ranked #14.

Knights of Columbus Asset Advisors first reported a position in CAT in Q1 2019 and has held it in 28 quarters since. 2,335 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Knights of Columbus Asset Advisors held 22,967 shares of Caterpillar worth $24.5M as of Q2 2026.
  • Knights of Columbus Asset Advisors bought 151 Caterpillar shares in Q2 2026, an estimated $133K.
  • Caterpillar made up 1.23% of Knights of Columbus Asset Advisors's portfolio in Q2 2026, its #14 holding.
  • Knights of Columbus Asset Advisors first reported a position in Caterpillar in Q1 2019 and has held it in 28 quarters since.
  • 2,335 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Knights of Columbus Asset Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.