Sippican Capital Advisors’s Caterpillar CAT Stock Holding History

Sippican Capital 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	$2.34M	Hold	2,200	–	–	1.43%	27
2026 Q1	$1.56M	Sell	2,200 -300	-12%	-$208K	1.07%	40
2025 Q4	$1.43M	Hold	2,500	–	–	0.92%	42
2025 Q3	$1.19M	Hold	2,500	–	–	0.79%	50
2025 Q2	$971K	Hold	2,500	–	–	0.71%	55
2025 Q1	$825K	Hold	2,500	–	–	0.62%	56
2024 Q4	$907K	Hold	2,500	–	–	0.66%	55
2024 Q3	$978K	Hold	2,500	–	–	0.68%	54
2024 Q2	$833K	Hold	2,500	–	–	0.66%	55
2024 Q1	$916K	Hold	2,500	–	–	0.71%	55
2023 Q4	$739K	Hold	2,500	–	–	0.58%	68
2023 Q3	$683K	Hold	2,500	–	–	0.62%	58
2023 Q2	$615K	Hold	2,500	–	–	0.57%	63
2023 Q1	$572K	Hold	2,500	–	–	0.55%	66
2022 Q4	$599K	Hold	2,500	–	–	0.57%	64
2022 Q3	$410K	Hold	2,500	–	–	0.43%	74
2022 Q2	$447K	Sell	2,500 -300	-11%	-$63.2K	0.44%	72
2022 Q1	$624K	Hold	2,800	–	–	0.52%	69
2021 Q4	$579K	Hold	2,800	–	–	0.49%	72
2021 Q3	$538K	Sell	2,800 -200	-7%	-$41.7K	0.47%	78
2021 Q2	$653K	Hold	3,000	–	–	0.57%	65
2021 Q1	$696K	Sell	3,000 -200	-6%	-$41.4K	0.64%	57
2020 Q4	$582K	Sell	3,200 -300	-9%	-$50.9K	0.63%	65
2020 Q3	$522K	Buy	3,500 +25	+0.7%	+$3.51K	0.65%	60
2020 Q2	$440K	Buy	3,475 +225	+7%	+$26.7K	0.59%	62
2020 Q1	$377K	Buy	3,250 +250	+8%	+$31.9K	0.61%	60
2019 Q4	$443K	Hold	3,000	–	–	0.49%	66
2019 Q3	$379K	Hold	3,000	–	–	0.46%	75
2019 Q2	$409K	Hold	3,000	–	–	0.48%	73
2019 Q1	$406K	Hold	3,000	–	–	0.48%	70
2018 Q4	$381K	Hold	3,000	–	–	0.51%	66
2018 Q3	$394K	Hold	3,000	–	–	0.46%	72
2018 Q2	$407K	Hold	3,000	–	–	0.41%	76
2018 Q1	$442K	Sell	3,000 -500	-14%	-$79K	0.46%	69
2017 Q4	$552K	Sell	3,500 -1,500	-30%	-$208K	0.54%	61
2017 Q3	$624K	Hold	5,000	–	–	0.64%	58
2017 Q2	$537K	Hold	5,000	–	–	0.58%	58
2017 Q1	$464K	Hold	5,000	–	–	0.49%	65
2016 Q4	$464K	Hold	5,000	–	–	0.49%	65
2016 Q3	$444K	Hold	5,000	–	–	0.51%	64
2016 Q2	$379K	Sell	5,000 -350	-7%	-$26.2K	0.45%	70
2016 Q1	$409K	Hold	5,350	–	–	0.52%	64
2015 Q4	$364K	Hold	5,350	–	–	0.46%	69
2015 Q3	$350K	Hold	5,350	–	–	0.44%	70
2015 Q2	$454K	Hold	5,350	–	–	0.46%	68
2015 Q1	$428K	Hold	5,350	–	–	0.44%	72
2014 Q4	$490K	Buy	5,350 +50	+0.9%	+$4.87K	0.49%	68
2014 Q3	$525K	Buy	+5,300	New	+$562K	0.53%	67

Other funds holding CAT

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Sippican Capital Advisors's CAT Position: Q2 2026 in Review

Sippican Capital Advisors held its Caterpillar (CAT) position steady in Q2 2026 at 2,200 shares worth $2.34M. The position accounts for 1.43% of the portfolio, ranked #27.

Sippican Capital Advisors first reported a position in CAT in Q3 2014 and has held it in 48 quarters since. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Sippican Capital Advisors held 2,200 shares of Caterpillar worth $2.34M as of Q2 2026.
Sippican Capital Advisors left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 1.43% of Sippican Capital Advisors's portfolio in Q2 2026, its #27 holding.
Sippican Capital Advisors first reported a position in Caterpillar in Q3 2014 and has held it in 48 quarters since.
1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Sippican Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.