Romano Brothers & Co’s Caterpillar CAT Stock Holding History

Romano Brothers & Co’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	$15M	Sell	14,045 -190	-1%	-$167K	1.5%	12
2026 Q1	$10.1M	Sell	14,235 -68	-0.5%	-$47.1K	1.15%	17
2025 Q4	$8.19M	Sell	14,303 -2,130	-13%	-$1.18M	0.93%	25
2025 Q3	$7.84M	Sell	16,433 -583	-3%	-$249K	0.9%	27
2025 Q2	$6.61M	Sell	17,016 -208	-1%	-$69.3K	0.82%	28
2025 Q1	$5.68M	Hold	17,224	–	–	0.73%	33
2024 Q4	$6.25M	Sell	17,224 -722	-4%	-$280K	0.79%	32
2024 Q3	$7.02M	Sell	17,946 -100	-0.6%	-$34.5K	0.87%	26
2024 Q2	$6.01M	Sell	18,046 -31	-0.2%	-$10.7K	0.83%	31
2024 Q1	$6.62M	Sell	18,077 -501	-3%	-$160K	0.91%	23
2023 Q4	$5.49M	Sell	18,578 -563	-3%	-$146K	0.82%	32
2023 Q3	$5.23M	Sell	19,141 -63	-0.3%	-$17.1K	0.81%	34
2023 Q2	$4.73M	Sell	19,204 -234	-1%	-$52.2K	0.7%	41
2023 Q1	$4.45M	Sell	19,438 -749	-4%	-$181K	0.69%	41
2022 Q4	$4.84M	Sell	20,187 -121	-0.6%	-$26.3K	0.73%	36
2022 Q3	$3.33M	Buy	+20,308	New	+$3.71M	0.54%	60

Other funds holding CAT

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 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

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Romano Brothers & Co's CAT Position: Q2 2026 in Review

Romano Brothers & Co reduced its Caterpillar (CAT) stake by 1.3% in Q2 2026, selling an estimated $167K and leaving 14,045 shares worth $15M. The position accounts for 1.5% of the portfolio, ranked #12.

Romano Brothers & Co first reported a position in CAT in Q3 2022 and has held it in 16 quarters since. 1,072 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Romano Brothers & Co held 14,045 shares of Caterpillar worth $15M as of Q2 2026.
Romano Brothers & Co sold 190 Caterpillar shares in Q2 2026, an estimated $167K.
Caterpillar made up 1.5% of Romano Brothers & Co's portfolio in Q2 2026, its #12 holding.
Romano Brothers & Co first reported a position in Caterpillar in Q3 2022 and has held it in 16 quarters since.
1,072 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.