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Silver Coast Investments’s Caterpillar CAT Stock Holding History

Silver Coast Investments’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 		$1.2M Sell
1,129
-136
-11% -$119K 0.36% 36
2026
Q1 		$896K Sell
1,265
-52
-4% -$36K 0.29% 41
2025
Q4 		$754K Sell
1,317
-77
-6% -$42.8K 0.26% 43
2025
Q3 		$665K Sell
1,394
-74
-5% -$31.6K 0.23% 47
2025
Q2 		$570K Buy
1,468
+379
+35% +$126K 0.21% 47
2025
Q1 		$359K Buy
1,089
+40
+4% +$14.2K 0.14% 62
2024
Q4 		$381K Sell
1,049
-64
-6% -$24.8K 0.14% 59
2024
Q3 		$435K Sell
1,113
-12
-1% -$4.14K 0.16% 53
2024
Q2 		$375K Sell
1,125
-16
-1% -$5.55K 0.15% 54
2024
Q1 		$418K Sell
1,141
-63
-5% -$20.1K 0.17% 50
2023
Q4 		$356K Buy
+1,204
New +$312K 0.16% 43

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Silver Coast Investments's CAT Position: Q2 2026 in Review

Silver Coast Investments reduced its Caterpillar (CAT) stake by 11% in Q2 2026, selling an estimated $119K and leaving 1,129 shares worth $1.2M. The position accounts for 0.36% of the portfolio, ranked #36.

Silver Coast Investments first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Silver Coast Investments held 1,129 shares of Caterpillar worth $1.2M as of Q2 2026.
  • Silver Coast Investments sold 136 Caterpillar shares in Q2 2026, an estimated $119K.
  • Caterpillar made up 0.36% of Silver Coast Investments's portfolio in Q2 2026, its #36 holding.
  • Silver Coast Investments first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Silver Coast Investments's 13F filing for Q2 2026, filed 24 Jul 2026.