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Leavell Investment Management’s Caterpillar CAT Stock Holding History

Leavell 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 		$16.1M Sell
15,137
-99
-0.6% -$87K 0.59% 31
2026
Q1 		$10.8M Buy
15,236
+120
+0.8% +$83.1K 0.44% 51
2025
Q4 		$8.66M Buy
15,116
+70
+0.5% +$38.9K 0.36% 60
2025
Q3 		$7.18M Buy
15,046
+149
+1% +$63.6K 0.3% 76
2025
Q2 		$5.78M Buy
14,897
+189
+1% +$63K 0.26% 97
2025
Q1 		$4.85M Buy
14,708
+350
+2% +$125K 0.24% 101
2024
Q4 		$5.21M Buy
14,358
+180
+1% +$69.8K 0.26% 92
2024
Q3 		$5.55M Buy
14,178
+2,256
+19% +$779K 0.28% 88
2024
Q2 		$3.97M Buy
11,922
+169
+1% +$58.6K 0.22% 105
2024
Q1 		$4.31M Buy
11,753
+44
+0.4% +$14.1K 0.25% 100
2023
Q4 		$3.46M Sell
11,709
-1,251
-10% -$325K 0.22% 110
2023
Q3 		$3.54M Buy
12,960
+178
+1% +$48.3K 0.25% 103
2023
Q2 		$3.15M Sell
12,782
-334
-3% -$74.5K 0.21% 117
2023
Q1 		$3M Buy
13,116
+1,552
+13% +$375K 0.21% 121
2022
Q4 		$2.77M Sell
11,564
-445
-4% -$96.9K 0.21% 127
2022
Q3 		$1.97M Buy
12,009
+38
+0.3% +$6.94K 0.16% 143
2022
Q2 		$2.14M Buy
11,971
+66
+0.6% +$13.9K 0.16% 137
2022
Q1 		$2.65M Buy
11,905
+130
+1% +$27.3K 0.18% 127
2021
Q4 		$2.43M Sell
11,775
-2,500
-18% -$503K 0.16% 136
2021
Q3 		$2.74M Sell
14,275
-744
-5% -$155K 0.2% 117
2021
Q2 		$3.48M Hold
15,019
– – 0.28% 105
2021
Q1 		$3.48M Buy
15,019
+3,526
+31% +$730K 0.28% 105
2020
Q4 		$2.09M Sell
11,493
-1,342
-10% -$228K 0.18% 129
2020
Q3 		$1.91M Sell
12,835
-39
-0.3% -$5.48K 0.17% 126
2020
Q2 		$1.63M Sell
12,874
-174
-1% -$20.6K 0.16% 128
2020
Q1 		$1.51M Buy
13,048
+1,030
+9% +$132K 0.18% 124
2019
Q4 		$1.77M Sell
12,018
-609
-5% -$85K 0.17% 136
2019
Q3 		$1.59M Buy
12,627
+740
+6% +$94K 0.16% 140
2019
Q2 		$1.62M Sell
11,887
-74
-0.6% -$9.78K 0.17% 141
2019
Q1 		$1.62M Sell
11,961
-700
-6% -$93K 0.18% 136
2018
Q4 		$1.61M Buy
12,661
+442
+4% +$57.5K 0.2% 126
2018
Q3 		$1.86M Buy
12,219
+80
+0.7% +$11.3K 0.2% 124
2018
Q2 		$1.65M Buy
12,139
+110
+0.9% +$16.4K 0.19% 132
2018
Q1 		$1.77M Sell
12,029
-1,422
-11% -$225K 0.21% 129
2017
Q4 		$2.12M Hold
13,451
– – 0.25% 117
2017
Q3 		$1.68M Sell
13,451
-137
-1% -$15.8K 0.21% 131
2017
Q2 		$1.46M Sell
13,588
-800
-6% -$81.3K 0.19% 132
2017
Q1 		$1.33M Sell
14,388
-500
-3% -$47.3K 0.17% 133
2016
Q4 		$1.38M Sell
14,888
-4,998
-25% -$453K 0.19% 129
2016
Q3 		$1.76M Sell
19,886
-2
-0% -$164 0.26% 115
2016
Q2 		$1.51M Sell
19,888
-2,400
-11% -$180K 0.22% 124
2016
Q1 		$1.71M Buy
22,288
+770
+4% +$51.6K 0.26% 113
2015
Q4 		$1.46M Sell
21,518
-1,400
-6% -$97.9K 0.21% 117
2015
Q3 		$1.5M Sell
22,918
-1,225
-5% -$93.7K 0.24% 119
2015
Q2 		$2.05M Sell
24,143
-800
-3% -$68.8K 0.32% 96
2015
Q1 		$2M Sell
24,943
-700
-3% -$58.2K 0.3% 104
2014
Q4 		$2.35M Sell
25,643
-83
-0.3% -$8.08K 0.36% 86
2014
Q3 		$2.55M Hold
25,726
– – 0.4% 73
2014
Q2 		$2.8M Hold
25,726
– – 0.44% 65
2014
Q1 		$2.56M Hold
25,726
– – 0.43% 72
2013
Q4 		$2.34M Hold
25,726
– – 0.39% 78
2013
Q3 		$2.15M Sell
25,726
-10,350
-29% -$875K 0.39% 77
2013
Q2 		$2.98M Buy
+36,076
New +$3.07M 0.55% 45

Other funds holding CAT

SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
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
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
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

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

Leavell Investment Management reduced its Caterpillar (CAT) stake by 0.65% in Q2 2026, selling an estimated $87K and leaving 15,137 shares worth $16.1M. The position accounts for 0.59% of the portfolio, ranked #31.

Leavell Investment Management first reported a position in CAT in Q2 2013 and has held it in 53 quarters since. 1,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Leavell Investment Management held 15,137 shares of Caterpillar worth $16.1M as of Q2 2026.
  • Leavell Investment Management sold 99 Caterpillar shares in Q2 2026, an estimated $87K.
  • Caterpillar made up 0.59% of Leavell Investment Management's portfolio in Q2 2026, its #31 holding.
  • Leavell Investment Management first reported a position in Caterpillar in Q2 2013 and has held it in 53 quarters since.
  • 1,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.