Loring Wolcott & Coolidge Fiduciary Advisors’s Caterpillar CAT Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	$1.56M	Sell	1,467 -318	-18%	-$279K	0.02%	141
2026 Q1	$1.41M	Sell	1,785 -405	-18%	-$281K	0.01%	142
2025 Q4	$1.4M	Sell	2,190 -240	-10%	-$133K	0.01%	143
2025 Q3	$1.26M	Sell	2,430 -345	-12%	-$147K	0.01%	146
2025 Q2	$1.08M	Sell	2,775 -72	-3%	-$24K	0.01%	154
2025 Q1	$842K	Sell	2,847 -7	-0.2%	-$2.49K	0.01%	164
2024 Q4	$1.13M	Sell	2,854 -6	-0.2%	-$2.33K	0.01%	157
2024 Q3	$1.11M	Buy	2,860 +390	+16%	+$135K	0.01%	157
2024 Q2	$891K	Buy	2,470 +1,400	+131%	+$485K	0.01%	160
2024 Q1	$383K	Buy	1,070 +7	+0.7%	+$2.24K	﹤0.01%	219
2023 Q4	$319K	Buy	1,063 +88	+9%	+$22.8K	﹤0.01%	232
2023 Q3	$233K	Hold	975	–	–	﹤0.01%	266
2023 Q2	$240K	Buy	975 +243	+33%	+$54.2K	﹤0.01%	279
2023 Q1	$168K	Sell	732 -128	-15%	-$30.9K	﹤0.01%	290
2022 Q4	$206K	Hold	860	–	–	﹤0.01%	281
2022 Q3	$141K	Sell	860 -776	-47%	-$142K	﹤0.01%	313
2022 Q2	$292K	Buy	1,636 +113	+7%	+$23.8K	﹤0.01%	251
2022 Q1	$339K	Buy	1,523 +587	+63%	+$123K	﹤0.01%	242
2021 Q4	$194K	Hold	936	–	–	﹤0.01%	316
2021 Q3	$180K	Hold	936	–	–	﹤0.01%	324
2021 Q2	$204K	Hold	936	–	–	﹤0.01%	315
2021 Q1	$217K	Sell	936 -824	-47%	-$171K	﹤0.01%	285
2020 Q4	$320K	Sell	1,760 -370	-17%	-$62.7K	﹤0.01%	246
2020 Q3	$318K	Sell	2,130 -985	-32%	-$138K	﹤0.01%	225
2020 Q2	$394K	Sell	3,115 -712	-19%	-$84.4K	0.01%	197
2020 Q1	$444K	Buy	3,827 +12	+0.3%	+$1.53K	0.01%	183
2019 Q4	$563K	Sell	3,815 -1,355	-26%	-$189K	0.01%	191
2019 Q3	$653K	Buy	5,170 +4,155	+409%	+$528K	0.01%	184
2019 Q2	$138K	Sell	1,015 -8	-0.8%	-$1.06K	﹤0.01%	298
2019 Q1	$139K	Buy	1,023 +45	+5%	+$5.98K	﹤0.01%	290
2018 Q4	$124K	Hold	978	–	–	﹤0.01%	298
2018 Q3	$149K	Hold	978	–	–	﹤0.01%	291
2018 Q2	$133K	Hold	978	–	–	﹤0.01%	320
2018 Q1	$144K	Hold	978	–	–	﹤0.01%	312
2017 Q4	$154K	Hold	978	–	–	﹤0.01%	307
2017 Q3	$122K	Sell	978 -32	-3%	-$3.69K	﹤0.01%	336
2017 Q2	$115K	Hold	1,010	–	–	﹤0.01%	340
2017 Q1	$94K	Sell	1,010 -600	-37%	-$56.8K	﹤0.01%	357
2016 Q4	$149K	Hold	1,610	–	–	﹤0.01%	299
2016 Q3	$143K	Buy	1,610 +600	+59%	+$49.1K	﹤0.01%	300
2016 Q2	$77K	Hold	1,010	–	–	﹤0.01%	348
2016 Q1	$77K	Hold	1,010	–	–	﹤0.01%	337
2015 Q4	$69K	Sell	1,010 -744	-42%	-$52K	﹤0.01%	375
2015 Q3	$149K	Hold	1,754	–	–	﹤0.01%	309
2015 Q2	$149K	Sell	1,754 -10	-0.6%	-$860	﹤0.01%	309
2015 Q1	$141K	Hold	1,764	–	–	﹤0.01%	324
2014 Q4	$161K	Buy	1,764 +744	+73%	+$72.4K	﹤0.01%	306
2014 Q3	$101K	Hold	1,020	–	–	﹤0.01%	342
2014 Q2	$111K	Sell	1,020 -100	-9%	-$10.5K	﹤0.01%	345
2014 Q1	$111K	Hold	1,120	–	–	﹤0.01%	328
2013 Q4	$102K	Buy	1,120 +100	+10%	+$8.54K	﹤0.01%	331
2013 Q3	$85K	Hold	1,020	–	–	﹤0.01%	325
2013 Q2	$84K	Buy	+1,020	New	+$86.7K	﹤0.01%	337

Other funds holding CAT

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's CAT Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors reduced its Caterpillar (CAT) stake by 18% in Q2 2026, selling an estimated $279K and leaving 1,467 shares worth $1.56M. The position accounts for 0.02% of the portfolio, ranked #141.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CAT in Q2 2013 and has held it in 53 quarters since. 2,121 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 1,467 shares of Caterpillar worth $1.56M as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors sold 318 Caterpillar shares in Q2 2026, an estimated $279K.
Caterpillar made up 0.02% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #141 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Caterpillar in Q2 2013 and has held it in 53 quarters since.
2,121 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.