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Sellwood Investment Partners’s Caterpillar CAT Stock Holding History

Sellwood Investment Partners’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 		$78.8K Hold
74
– – 0.03% 46
2026
Q1 		$52.4K Hold
74
– – 0.02% 45
2025
Q4 		$42.4K Hold
74
– – 0.02% 44
2025
Q3 		$35.3K Buy
+74
New +$31.6K 0.01% 53

Other funds holding CAT

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Sellwood Investment Partners's CAT Position: Q2 2026 in Review

Sellwood Investment Partners held its Caterpillar (CAT) position steady in Q2 2026 at 74 shares worth $78.8K. The position accounts for 0.03% of the portfolio, ranked #46.

Sellwood Investment Partners first reported a position in CAT in Q3 2025 and has held it in 4 quarters since. 2,142 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Sellwood Investment Partners held 74 shares of Caterpillar worth $78.8K as of Q2 2026.
  • Sellwood Investment Partners left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.03% of Sellwood Investment Partners's portfolio in Q2 2026, its #46 holding.
  • Sellwood Investment Partners first reported a position in Caterpillar in Q3 2025 and has held it in 4 quarters since.
  • 2,142 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Sellwood Investment Partners's 13F filing for Q2 2026, filed 28 Jul 2026.