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
-1,100
Closed -$779K – 32
2026
Q1 		$779K Buy
1,100
+300
+38% +$208K 0.03% 69
2025
Q4 		$458K Sell
800
-200
-20% -$111K 0.02% 64
2025
Q3 		$477K Buy
+1,000
New +$427K 0.06% 50
2023
Q1 		– Sell
-1,500
Closed -$359K – 37
2022
Q4 		$359K Sell
1,500
-4,800
-76% -$1.04M 0.04% 66
2022
Q3 		$1.03M Sell
6,300
-1,000
-14% -$183K 0.08% 189
2022
Q2 		$1.31M Sell
7,300
-18,800
-72% -$3.96M 0.1% 154
2022
Q1 		$5.82M Buy
+26,100
New +$5.47M 0.22% 95
2021
Q4 		– Sell
-8,200
Closed -$1.57M – 70
2021
Q3 		$1.57M Buy
8,200
+5,000
+156% +$1.04M 0.1% 152
2021
Q2 		$699K Buy
3,200
+600
+23% +$139K 0.07% 144
2021
Q1 		$603K Buy
+2,600
New +$538K 0.05% 33

Other funds holding CAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 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. 736 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.
  • 736 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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