SCA
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Sandy Cove Advisors’s Caterpillar CAT Stock Holding History

Sandy Cove Advisors’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 		$1.44M Buy
1,349
+53
+4% +$46.6K 0.36% 40
2026
Q1 		$918K Buy
1,296
+17
+1% +$11.8K 0.27% 53
2025
Q4 		$733K Buy
1,279
+15
+1% +$8.34K 0.22% 62
2025
Q3 		$603K Buy
1,264
+32
+3% +$13.7K 0.19% 70
2025
Q2 		$478K Sell
1,232
-89
-7% -$29.7K 0.17% 74
2025
Q1 		$436K Sell
1,321
-264
-17% -$94K 0.18% 73
2024
Q4 		$575K Buy
1,585
+102
+7% +$39.6K 0.23% 63
2024
Q3 		$580K Buy
1,483
+49
+3% +$16.9K 0.24% 63
2024
Q2 		$478K Buy
1,434
+7
+0.5% +$2.43K 0.21% 68
2024
Q1 		$523K Sell
1,427
-42
-3% -$13.4K 0.24% 65
2023
Q4 		$434K Sell
1,469
-48
-3% -$12.5K 0.22% 71
2023
Q3 		$414K Buy
1,517
+234
+18% +$63.5K 0.24% 70
2023
Q2 		$316K Hold
1,283
– – 0.18% 90
2023
Q1 		$294K Hold
1,283
– – 0.21% 72
2022
Q4 		$307K Buy
1,283
+48
+4% +$10.4K 0.25% 59
2022
Q3 		$203K Buy
1,235
+2
+0.2% +$365 0.18% 70
2022
Q2 		$220K Buy
1,233
+1
+0.1% +$211 0.2% 66
2022
Q1 		$275K Buy
1,232
+227
+23% +$47.6K 0.23% 60
2021
Q4 		$208K Buy
+1,005
New +$202K 0.18% 73

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
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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Sandy Cove Advisors's CAT Position: Q2 2026 in Review

Sandy Cove Advisors increased its Caterpillar (CAT) stake by 4.1% in Q2 2026, buying an estimated $46.6K and bringing the position to 1,349 shares worth $1.44M. The position accounts for 0.36% of the portfolio, ranked #40.

Sandy Cove Advisors first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. 979 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Sandy Cove Advisors held 1,349 shares of Caterpillar worth $1.44M as of Q2 2026.
  • Sandy Cove Advisors bought 53 Caterpillar shares in Q2 2026, an estimated $46.6K.
  • Caterpillar made up 0.36% of Sandy Cove Advisors's portfolio in Q2 2026, its #40 holding.
  • Sandy Cove Advisors first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
  • 979 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Sandy Cove Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.