RT
CAT icon

Rockland Trust’s Caterpillar CAT Stock Holding History

Rockland Trust’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 		$3.28M Sell
3,080
-283
-8% -$249K 0.13% 98
2026
Q1 		$2.38M Sell
3,363
-405
-11% -$281K 0.1% 102
2025
Q4 		$2.16M Buy
3,768
+3
+0.1% +$1.67K 0.09% 106
2025
Q3 		$1.8M Hold
3,765
– – 0.07% 115
2025
Q2 		$1.46M Sell
3,765
-587
-13% -$196K 0.07% 104
2025
Q1 		$1.44M Sell
4,352
-598
-12% -$213K 0.07% 101
2024
Q4 		$1.8M Buy
4,950
+310
+7% +$120K 0.09% 97
2024
Q3 		$1.81M Sell
4,640
-1,041
-18% -$360K 0.09% 98
2024
Q2 		$1.89M Sell
5,681
-76
-1% -$26.4K 0.1% 96
2024
Q1 		$2.11M Sell
5,757
-1,315
-19% -$420K 0.11% 93
2023
Q4 		$2.09M Buy
7,072
+22
+0.3% +$5.71K 0.11% 92
2023
Q3 		$1.92M Buy
7,050
+99
+1% +$26.9K 0.12% 96
2023
Q2 		$1.71M Buy
6,951
+151
+2% +$33.7K 0.1% 105
2023
Q1 		$1.56M Sell
6,800
-181
-3% -$43.8K 0.1% 110
2022
Q4 		$1.67M Buy
6,981
+2,958
+74% +$644K 0.11% 112
2022
Q3 		$660K Sell
4,023
-81
-2% -$14.8K 0.05% 158
2022
Q2 		$734K Hold
4,104
– – 0.05% 151
2022
Q1 		$915K Buy
4,104
+1,756
+75% +$368K 0.06% 149
2021
Q4 		$486K Buy
2,348
+503
+27% +$101K 0.03% 208
2021
Q3 		$354K Hold
1,845
– – 0.02% 221
2021
Q2 		$401K Sell
1,845
-602
-25% -$139K 0.03% 209
2021
Q1 		$567K Sell
2,447
-46
-2% -$9.52K 0.04% 187
2020
Q4 		$454K Sell
2,493
-105
-4% -$17.8K 0.04% 194
2020
Q3 		$388K Buy
2,598
+28
+1% +$3.93K 0.03% 195
2020
Q2 		$325K Sell
2,570
-177
-6% -$21K 0.03% 201
2020
Q1 		$318K Sell
2,747
-76
-3% -$9.71K 0.03% 199
2019
Q4 		$417K Sell
2,823
-195
-6% -$27.2K 0.03% 201
2019
Q3 		$362K Sell
3,018
-147
-5% -$18.7K 0.03% 205
2019
Q2 		$431K Buy
3,165
+340
+12% +$44.9K 0.04% 180
2019
Q1 		$383K Sell
2,825
-25
-0.9% -$3.32K 0.04% 181
2018
Q4 		$362K Sell
2,850
-316
-10% -$41.1K 0.04% 174
2018
Q3 		$483K Hold
3,166
– – 0.06% 152
2018
Q2 		$430K Sell
3,166
-141
-4% -$21.1K 0.06% 148
2018
Q1 		$487K Sell
3,307
-21
-0.6% -$3.32K 0.06% 148
2017
Q4 		$524K Buy
3,328
+421
+14% +$58.4K 0.07% 134
2017
Q3 		$363K Sell
2,907
-434
-13% -$50K 0.05% 126
2017
Q2 		$359K Sell
3,341
-17,027
-84% -$1.73M 0.06% 127
2017
Q1 		$1.89M Sell
20,368
-1,883
-8% -$178K 0.3% 68
2016
Q4 		$2.06M Sell
22,251
-134
-0.6% -$12.1K 0.33% 69
2016
Q3 		$1.99M Sell
22,385
-103
-0.5% -$8.43K 0.34% 64
2016
Q2 		$1.71M Buy
22,488
+1,800
+9% +$135K 0.29% 65
2016
Q1 		$1.58M Buy
20,688
+12,045
+139% +$808K 0.28% 67
2015
Q4 		$587K Buy
8,643
+507
+6% +$35.4K 0.1% 104
2015
Q3 		$532K Buy
+8,136
New +$622K 0.1% 92

Other funds holding CAT

SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
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
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
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Rockland Trust's CAT Position: Q2 2026 in Review

Rockland Trust reduced its Caterpillar (CAT) stake by 8.4% in Q2 2026, selling an estimated $249K and leaving 3,080 shares worth $3.28M. The position accounts for 0.13% of the portfolio, ranked #98.

Rockland Trust first reported a position in CAT in Q3 2015 and has held it in 44 quarters since. 1,036 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Rockland Trust held 3,080 shares of Caterpillar worth $3.28M as of Q2 2026.
  • Rockland Trust sold 283 Caterpillar shares in Q2 2026, an estimated $249K.
  • Caterpillar made up 0.13% of Rockland Trust's portfolio in Q2 2026, its #98 holding.
  • Rockland Trust first reported a position in Caterpillar in Q3 2015 and has held it in 44 quarters since.
  • 1,036 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Rockland Trust's 13F filing for Q2 2026, filed 8 Jul 2026.