Quad-Cities Investment Group’s Caterpillar CAT Stock Holding History

Quad-Cities Investment Group’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	$3.33M	Sell	3,126 -423	-12%	-$372K	1.2%	21
2026 Q1	$2.51M	Sell	3,549 -214	-6%	-$148K	1%	26
2025 Q4	$2.16M	Buy	3,763 +26	+0.7%	+$14.5K	0.89%	29
2025 Q3	$1.78M	Buy	3,737 +66	+2%	+$28.2K	0.76%	33
2025 Q2	$1.43M	Buy	3,671 +3	+0.1%	+$1K	0.65%	35
2025 Q1	$1.21M	Buy	3,668 +3	+0.1%	+$1.07K	0.6%	35
2024 Q4	$1.33M	Buy	3,665 +2	+0.1%	+$776	0.65%	36
2024 Q3	$1.43M	Sell	3,663 -297	-8%	-$103K	0.72%	33
2024 Q2	$1.32M	Buy	3,960 +3	+0.1%	+$1.04K	0.73%	33
2024 Q1	$1.45M	Buy	3,957 +3	+0.1%	+$959	0.85%	31
2023 Q4	$1.16M	Buy	3,954 +4	+0.1%	+$1.04K	0.71%	36
2023 Q3	$1.08M	Sell	3,950 -71	-2%	-$19.3K	0.72%	35
2023 Q2	$989K	Buy	4,021 +3	+0.1%	+$669	0.65%	35
2023 Q1	$919K	Buy	4,018 +24	+0.6%	+$5.8K	0.64%	39
2022 Q4	$957K	Sell	3,994 -208	-5%	-$45.3K	0.7%	33
2022 Q3	$690K	Sell	4,202 -971	-19%	-$177K	0.54%	47
2022 Q2	$925K	Buy	5,173 +611	+13%	+$129K	0.69%	39
2022 Q1	$1.02M	Buy	4,562 +1,068	+31%	+$224K	0.65%	40
2021 Q4	$722K	Buy	3,494 +1	+0%	+$201	0.45%	60
2021 Q3	$671K	Hold	3,493	–	–	0.47%	59
2021 Q2	$760K	Buy	3,493 +127	+4%	+$29.3K	0.52%	49
2021 Q1	$780K	Buy	3,366 +327	+11%	+$67.7K	0.59%	48
2020 Q4	$553K	Buy	3,039 +133	+5%	+$22.6K	0.45%	62
2020 Q3	$433K	Buy	2,906 +165	+6%	+$23.2K	0.41%	69
2020 Q2	$347K	Buy	2,741 +12	+0.4%	+$1.42K	0.36%	85
2020 Q1	$317K	Buy	2,729 +1	+0%	+$128	0.41%	79
2019 Q4	$404K	Buy	2,728 +1	+0%	+$140	0.38%	84
2019 Q3	$346K	Buy	2,727 +1	+0%	+$127	0.29%	85
2019 Q2	$373K	Buy	2,726 +1	+0%	+$132	0.33%	79
2019 Q1	$371K	Buy	2,725 +1	+0%	+$133	0.34%	74
2018 Q4	$347K	Buy	2,724 +101	+4%	+$13.1K	0.36%	67
2018 Q3	$400K	Hold	2,623	–	–	0.35%	68
2018 Q2	$356K	Buy	2,623 +1	+0%	+$149	0.33%	69
2018 Q1	$387K	Buy	+2,622	New	+$414K	0.5%	62

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Quad-Cities Investment Group's CAT Position: Q2 2026 in Review

Quad-Cities Investment Group reduced its Caterpillar (CAT) stake by 12% in Q2 2026, selling an estimated $372K and leaving 3,126 shares worth $3.33M. The position accounts for 1.2% of the portfolio, ranked #21.

Quad-Cities Investment Group first reported a position in CAT in Q1 2018 and has held it in 34 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Quad-Cities Investment Group held 3,126 shares of Caterpillar worth $3.33M as of Q2 2026.
Quad-Cities Investment Group sold 423 Caterpillar shares in Q2 2026, an estimated $372K.
Caterpillar made up 1.2% of Quad-Cities Investment Group's portfolio in Q2 2026, its #21 holding.
Quad-Cities Investment Group first reported a position in Caterpillar in Q1 2018 and has held it in 34 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Quad-Cities Investment Group's 13F filing for Q2 2026, filed 7 Jul 2026.