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Sawyer & Company’s Caterpillar CAT Stock Holding History

Sawyer & Company’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 		$1.8M Buy
+1,692
New +$1.49M 0.6% 49
2025
Q3 		– Sell
-1,692
Closed -$1.8M – 190
2025
Q2 		$1.8M Buy
+1,692
New +$564K 0.6% 49

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

Sawyer & Company's CAT Position: Q2 2026 in Review

Sawyer & Company opened a new position in Caterpillar (CAT) in Q2 2026: 1,692 shares worth $1.8M. The stake represents 0.6% of the portfolio and ranks #49 among its holdings. This is a return to the name: Sawyer & Company previously reported a position in CAT as recently as Q2 2025.

Sawyer & Company first reported a position in CAT in Q2 2025 and has held it in 2 quarters since. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Sawyer & Company held 1,692 shares of Caterpillar worth $1.8M as of Q2 2026.
  • Caterpillar was a new Sawyer & Company position in Q2 2026.
  • Caterpillar made up 0.6% of Sawyer & Company's portfolio in Q2 2026, its #49 holding.
  • Sawyer & Company first reported a position in Caterpillar in Q2 2025 and has held it in 2 quarters since.
  • 1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Sawyer & Company's 13F filing for Q2 2026, filed 23 Jul 2026.