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Pine Haven Investment Counsel’s Caterpillar CAT Stock Holding History

Pine Haven Investment Counsel’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 		$2.25M Sell
2,116
-96
-4% -$84.3K 1.51% 17
2026
Q1 		$1.57M Sell
2,212
-112
-5% -$77.6K 1.15% 25
2025
Q4 		$1.33M Sell
2,324
-43
-2% -$23.9K 0.95% 28
2025
Q3 		$1.13M Sell
2,367
-50
-2% -$21.3K 0.82% 34
2025
Q2 		$938K Sell
2,417
-9
-0.4% -$3K 0.74% 40
2025
Q1 		$800K Sell
2,426
-85
-3% -$30.3K 0.67% 41
2024
Q4 		$911K Sell
2,511
-130
-5% -$50.4K 0.75% 41
2024
Q3 		$1.03M Buy
2,641
+44
+2% +$15.2K 0.84% 34
2024
Q2 		$865K Buy
2,597
+7
+0.3% +$2.43K 0.74% 38
2024
Q1 		$949K Sell
2,590
-25
-1% -$7.99K 0.83% 36
2023
Q4 		$773K Buy
2,615
+15
+0.6% +$3.89K 0.72% 39
2023
Q3 		$710K Sell
2,600
-85
-3% -$23.1K 0.74% 40
2023
Q2 		$661K Sell
2,685
-51
-2% -$11.4K 0.66% 43
2023
Q1 		$626K Buy
2,736
+41
+2% +$9.91K 0.66% 43
2022
Q4 		$646K Buy
2,695
+73
+3% +$15.9K 0.71% 41
2022
Q3 		$430K Hold
2,622
– – 0.52% 51
2022
Q2 		$469K Buy
2,622
+18
+0.7% +$3.79K 0.55% 50
2022
Q1 		$580K Buy
2,604
+1
+0% +$210 0.57% 42
2021
Q4 		$538K Buy
+2,603
New +$524K 0.5% 56

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS)
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Pine Haven Investment Counsel's CAT Position: Q2 2026 in Review

Pine Haven Investment Counsel reduced its Caterpillar (CAT) stake by 4.3% in Q2 2026, selling an estimated $84.3K and leaving 2,116 shares worth $2.25M. The position accounts for 1.51% of the portfolio, ranked #17.

Pine Haven Investment Counsel first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Pine Haven Investment Counsel held 2,116 shares of Caterpillar worth $2.25M as of Q2 2026.
  • Pine Haven Investment Counsel sold 96 Caterpillar shares in Q2 2026, an estimated $84.3K.
  • Caterpillar made up 1.51% of Pine Haven Investment Counsel's portfolio in Q2 2026, its #17 holding.
  • Pine Haven Investment Counsel first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
  • 1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Pine Haven Investment Counsel's 13F filing for Q2 2026, filed 8 Jul 2026.