Q
CAT icon

QVR’s Caterpillar CAT Stock Holding History

QVR’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 		– Sell
-898
Closed -$636K – 31
2026
Q1 		$636K Buy
+898
New +$622K 0.03% 78
2025
Q4 		– Sell
-1,400
Closed -$778K – 141
2025
Q3 		$668K Buy
1,400
+666
+91% +$284K 0.08% 39
2025
Q2 		$285K Buy
+734
New +$245K 0.03% 54
2024
Q2 		– Sell
-744
Closed -$273K – 8
2024
Q1 		$273K Buy
+744
New +$238K 0.05% 29
2023
Q1 		– Sell
-108
Closed -$25.9K – 36
2022
Q4 		$25.9K Sell
108
-1,095
-91% -$238K ﹤0.01% 173
2022
Q3 		$197K Sell
1,203
-585
-33% -$107K 0.02% 288
2022
Q2 		$320K Buy
+1,788
New +$377K 0.02% 272
2021
Q4 		– Sell
-821
Closed -$158K – 69
2021
Q3 		$158K Buy
821
+698
+567% +$145K 0.01% 293
2021
Q2 		$27K Sell
123
-286
-70% -$66.1K ﹤0.01% 258
2021
Q1 		$95K Buy
+409
New +$84.7K 0.01% 187

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

QVR's CAT Position: Q2 2026 in Review

QVR sold out of Caterpillar (CAT) in Q2 2026, closing a stake of 898 shares — an estimated $636K sold.

QVR first reported a position in CAT in Q1 2021 and held it in 10 quarters. The position peaked at $668K in Q3 2025. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • QVR reported no remaining Caterpillar position as of Q2 2026 after selling out during the quarter.
  • QVR sold 898 Caterpillar shares in Q2 2026, an estimated $636K.
  • QVR first reported a position in Caterpillar in Q1 2021 and held it in 10 quarters.
  • QVR's Caterpillar position peaked at $668K in Q3 2025.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on QVR's 13F filing for Q2 2026.