SCP
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Sivia Capital Partners’s Caterpillar CAT Stock Holding History

Sivia Capital 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 		$1.42M Buy
1,329
+25
+2% +$22K 0.17% 130
2026
Q1 		$924K Sell
1,304
-419
-24% -$290K 0.18% 146
2025
Q4 		$987K Buy
1,723
+725
+73% +$403K 0.2% 114
2025
Q3 		$476K Buy
998
+51
+5% +$21.8K 0.13% 186
2025
Q2 		$368K Sell
947
-204
-18% -$68K 0.13% 214
2025
Q1 		$380K Buy
1,151
+59
+5% +$21K 0.18% 117
2024
Q4 		$396K Sell
1,092
-16
-1% -$6.21K 0.2% 77
2024
Q3 		$434K Buy
1,108
+152
+16% +$52.5K 0.26% 67
2024
Q2 		$319K Buy
956
+2
+0.2% +$693 0.21% 98
2024
Q1 		$350K Buy
954
+58
+6% +$18.5K 0.24% 84
2023
Q4 		$265K Buy
+896
New +$232K 0.2% 111

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

Sivia Capital Partners's CAT Position: Q2 2026 in Review

Sivia Capital Partners increased its Caterpillar (CAT) stake by 1.9% in Q2 2026, buying an estimated $22K and bringing the position to 1,329 shares worth $1.42M. The position accounts for 0.17% of the portfolio, ranked #130.

Sivia Capital Partners first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 1,225 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Sivia Capital Partners held 1,329 shares of Caterpillar worth $1.42M as of Q2 2026.
  • Sivia Capital Partners bought 25 Caterpillar shares in Q2 2026, an estimated $22K.
  • Caterpillar made up 0.17% of Sivia Capital Partners's portfolio in Q2 2026, its #130 holding.
  • Sivia Capital Partners first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
  • 1,225 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Sivia Capital Partners's 13F filing for Q2 2026, filed 23 Jul 2026.