RF
CAT icon

Robbins Farley’s Caterpillar CAT Stock Holding History

Robbins Farley’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 		$7.64M Sell
7,177
-2,424
-25% -$2.13M 2.93% 3
2026
Q1 		$6.8M Sell
9,601
-2,146
-18% -$1.49M 3.01% 4
2025
Q4 		$6.73M Sell
11,747
-2,775
-19% -$1.54M 3.05% 6
2025
Q3 		$6.93M Sell
14,522
-411
-3% -$175K 2.88% 6
2025
Q2 		$5.8M Buy
14,933
+266
+2% +$88.7K 2.7% 12
2025
Q1 		$4.84M Buy
14,667
+124
+0.9% +$44.2K 2.57% 14
2024
Q4 		$5.28M Buy
14,543
+186
+1% +$72.1K 2.51% 10
2024
Q3 		$5.62M Sell
14,357
-881
-6% -$304K 2.83% 7
2024
Q2 		$5.08M Buy
15,238
+460
+3% +$160K 2.7% 10
2024
Q1 		$5.42M Sell
14,778
-445
-3% -$142K 2.85% 6
2023
Q4 		$4.5M Buy
15,223
+205
+1% +$53.2K 2.7% 7
2023
Q3 		$4.1M Sell
15,018
-579
-4% -$157K 2.77% 6
2023
Q2 		$3.84M Buy
15,597
+1,092
+8% +$243K 2.65% 12
2023
Q1 		$3.32M Sell
14,505
-286
-2% -$69.1K 2.22% 14
2022
Q4 		$3.54M Sell
14,791
-5,612
-28% -$1.22M 2.74% 9
2022
Q3 		$3.35M Sell
20,403
-514
-2% -$93.9K 2.75% 8
2022
Q2 		$3.74M Sell
20,917
-1,147
-5% -$242K 3.9% 4
2022
Q1 		$4.92M Sell
22,064
-764
-3% -$160K 3.7% 2
2021
Q4 		$4.72M Buy
22,828
+1,947
+9% +$392K 3.49% 8
2021
Q3 		$4.01M Buy
+20,881
New +$4.35M 2.96% 7
2021
Q2 		– Sell
-17,474
Closed -$4.24M – 101
2021
Q1 		$4.24M Sell
17,474
-2,937
-14% -$608K 3.73% 4
2020
Q4 		$3.71M Buy
+20,411
New +$3.46M 3.66% 6

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

Robbins Farley's CAT Position: Q2 2026 in Review

Robbins Farley reduced its Caterpillar (CAT) stake by 25% in Q2 2026, selling an estimated $2.13M and leaving 7,177 shares worth $7.64M. The position accounts for 2.93% of the portfolio, ranked #3.

Robbins Farley first reported a position in CAT in Q4 2020 and has held it in 22 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Robbins Farley held 7,177 shares of Caterpillar worth $7.64M as of Q2 2026.
  • Robbins Farley sold 2,424 Caterpillar shares in Q2 2026, an estimated $2.13M.
  • Caterpillar made up 2.93% of Robbins Farley's portfolio in Q2 2026, its #3 holding.
  • Robbins Farley first reported a position in Caterpillar in Q4 2020 and has held it in 22 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Robbins Farley's 13F filing for Q2 2026, filed 23 Jul 2026.