SIC
CAT icon

SJS Investment Consulting’s Caterpillar CAT Stock Holding History

SJS Investment Consulting’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 		$1.6M Buy
1,504
+116
+8% +$102K 0.17% 36
2026
Q1 		$983K Sell
1,388
-986
-42% -$683K 0.12% 46
2025
Q4 		$1.36M Buy
2,374
+55
+2% +$30.6K 0.17% 36
2025
Q3 		$1.11M Buy
2,319
+980
+73% +$418K 0.15% 43
2025
Q2 		$520K Sell
1,339
-15
-1% -$5K 0.08% 54
2025
Q1 		$447K Hold
1,354
– – 0.08% 57
2024
Q4 		$491K Sell
1,354
-14
-1% -$5.43K 0.08% 54
2024
Q3 		$535K Sell
1,368
-1
-0.1% -$345 0.09% 50
2024
Q2 		$456K Hold
1,369
– – 0.09% 52
2024
Q1 		$502K Buy
1,369
+93
+7% +$29.7K 0.1% 51
2023
Q4 		$377K Hold
1,276
– – 0.09% 54
2023
Q3 		$348K Buy
1,276
+8
+0.6% +$2.17K 0.09% 53
2023
Q2 		$312K Hold
1,268
– – 0.08% 57
2023
Q1 		$290K Sell
1,268
-2
-0.2% -$484 0.08% 59
2022
Q4 		$304K Sell
1,270
-42
-3% -$9.14K 0.09% 58
2022
Q3 		$215K Buy
+1,312
New +$240K 0.07% 71
2022
Q1 		$290K Buy
1,298
+14
+1% +$2.94K 0.09% 72
2021
Q4 		$265K Buy
+1,284
New +$259K 0.08% 75

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
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SJS Investment Consulting's CAT Position: Q2 2026 in Review

SJS Investment Consulting increased its Caterpillar (CAT) stake by 8.4% in Q2 2026, buying an estimated $102K and bringing the position to 1,504 shares worth $1.6M. The position accounts for 0.17% of the portfolio, ranked #36.

SJS Investment Consulting first reported a position in CAT in Q4 2021 and has held it in 18 quarters since. 1,642 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • SJS Investment Consulting held 1,504 shares of Caterpillar worth $1.6M as of Q2 2026.
  • SJS Investment Consulting bought 116 Caterpillar shares in Q2 2026, an estimated $102K.
  • Caterpillar made up 0.17% of SJS Investment Consulting's portfolio in Q2 2026, its #36 holding.
  • SJS Investment Consulting first reported a position in Caterpillar in Q4 2021 and has held it in 18 quarters since.
  • 1,642 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.