Longview Asset Management (California)’s Caterpillar CAT Stock Holding History

Longview Asset Management (California)’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	$800K	Sell	751 -387	-34%	-$340K	0.4%	25
2026 Q1	$806K	Hold	1,138	–	–	0.44%	22
2025 Q4	$652K	Sell	1,138 -52	-4%	-$28.9K	0.36%	26
2025 Q3	$568K	Hold	1,190	–	–	0.33%	28
2025 Q2	$462K	Hold	1,190	–	–	0.29%	29
2025 Q1	$392K	Sell	1,190 -355	-23%	-$126K	0.26%	29
2024 Q4	$560K	Buy	+1,545	New	+$599K	0.38%	26

Other funds holding CAT

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 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

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Longview Asset Management (California)'s CAT Position: Q2 2026 in Review

Longview Asset Management (California) reduced its Caterpillar (CAT) stake by 34% in Q2 2026, selling an estimated $340K and leaving 751 shares worth $800K. The position accounts for 0.4% of the portfolio, ranked #25.

Longview Asset Management (California) first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $806K in Q1 2026. 1,072 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Longview Asset Management (California) held 751 shares of Caterpillar worth $800K as of Q2 2026.
Longview Asset Management (California) sold 387 Caterpillar shares in Q2 2026, an estimated $340K.
Caterpillar made up 0.4% of Longview Asset Management (California)'s portfolio in Q2 2026, its #25 holding.
Longview Asset Management (California) first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
Longview Asset Management (California)'s Caterpillar position peaked at $806K in Q1 2026.
1,072 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Longview Asset Management (California)'s 13F filing for Q2 2026, filed 14 Jul 2026.