Optima Capital’s Caterpillar CAT Stock Holding History

Optima Capital’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	$685K	Buy	643 +2	+0.3%	+$1.76K	0.27%	77
2026 Q1	$454K	Buy	641 +2	+0.3%	+$1.39K	0.21%	98
2025 Q4	$366K	Sell	639 -17	-3%	-$9.45K	0.16%	108
2025 Q3	$313K	Buy	656 +5	+0.8%	+$2.13K	0.15%	117
2025 Q2	$253K	Buy	651 +12	+2%	+$4K	0.14%	137
2025 Q1	$211K	Sell	639 -5	-0.8%	-$1.78K	0.13%	133
2024 Q4	$234K	Buy	+644	New	+$250K	0.16%	139

Other funds holding CAT

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Optima Capital's CAT Position: Q2 2026 in Review

Optima Capital increased its Caterpillar (CAT) stake by 0.31% in Q2 2026, buying an estimated $1.76K and bringing the position to 643 shares worth $685K. The position accounts for 0.27% of the portfolio, ranked #77.

Optima Capital first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 1,380 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Optima Capital held 643 shares of Caterpillar worth $685K as of Q2 2026.
Optima Capital bought 2 Caterpillar shares in Q2 2026, an estimated $1.76K.
Caterpillar made up 0.27% of Optima Capital's portfolio in Q2 2026, its #77 holding.
Optima Capital first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
1,380 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Optima Capital's 13F filing for Q2 2026, filed 24 Jul 2026.