RF
CAT icon

Robinswood Financial’s Caterpillar CAT Stock Holding History

Robinswood Financial’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 		$133K Hold
124
– – 0.04% 97
2026
Q1 		$88.3K Hold
124
– – 0.03% 113
2025
Q4 		$71.2K Hold
124
– – 0.02% 124
2025
Q3 		$59.2K Hold
124
– – 0.02% 129
2025
Q2 		$48.1K Hold
124
– – 0.02% 139
2025
Q1 		$40.9K Buy
+124
New +$44.2K 0.02% 141

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

Robinswood Financial's CAT Position: Q2 2026 in Review

Robinswood Financial held its Caterpillar (CAT) position steady in Q2 2026 at 124 shares worth $133K. The position accounts for 0.04% of the portfolio, ranked #97.

Robinswood Financial first reported a position in CAT in Q1 2025 and has held it in 6 quarters since. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Robinswood Financial held 124 shares of Caterpillar worth $133K as of Q2 2026.
  • Robinswood Financial left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.04% of Robinswood Financial's portfolio in Q2 2026, its #97 holding.
  • Robinswood Financial first reported a position in Caterpillar in Q1 2025 and has held it in 6 quarters since.
  • 1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.