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Teamwork Financial Advisors’s Caterpillar CAT Stock Holding History

Teamwork Financial 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 		$15.8M Sell
14,865
-2,284
-13% -$2.01M 1.44% 21
2026
Q1 		$12.1M Sell
17,149
-7,679
-31% -$5.32M 1.28% 27
2025
Q4 		$14.2M Sell
24,828
-6,030
-20% -$3.35M 1.44% 28
2025
Q3 		$14.7M Buy
30,858
+23,077
+297% +$9.85M 1.52% 24
2025
Q2 		$3.02M Sell
7,781
-4,042
-34% -$1.35M 0.35% 51
2025
Q1 		$3.9M Sell
11,823
-2,045
-15% -$728K 0.52% 35
2024
Q4 		$5.03M Sell
13,868
-26,478
-66% -$10.3M 0.65% 35
2024
Q3 		$15.8M Buy
40,346
+2,087
+5% +$721K 2.19% 19
2024
Q2 		$12.7M Buy
38,259
+31,346
+453% +$10.9M 1.89% 22
2024
Q1 		$2.53M Sell
6,913
-11,854
-63% -$3.79M 0.39% 49
2023
Q4 		$5.55M Buy
+18,767
New +$4.87M 0.95% 25
2022
Q2 		– Sell
-940
Closed -$209K – 214
2022
Q1 		$209K Sell
940
-8,492
-90% -$1.78M 0.04% 234
2021
Q4 		$1.95M Buy
9,432
+7,375
+359% +$1.49M 0.36% 52
2021
Q3 		$395K Buy
2,057
+76
+4% +$15.8K 0.08% 189
2021
Q2 		$431K Sell
1,981
-1,667
-46% -$385K 0.09% 168
2021
Q1 		$846K Buy
+3,648
New +$755K 0.2% 106
2020
Q2 		– Sell
-3,093
Closed -$359K – 187
2020
Q1 		$359K Sell
3,093
-4,816
-61% -$615K 0.22% 81
2019
Q4 		$1.17M Buy
+7,909
New +$1.1M 0.7% 30

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Teamwork Financial Advisors's CAT Position: Q2 2026 in Review

Teamwork Financial Advisors reduced its Caterpillar (CAT) stake by 13% in Q2 2026, selling an estimated $2.01M and leaving 14,865 shares worth $15.8M. The position accounts for 1.44% of the portfolio, ranked #21.

Teamwork Financial Advisors first reported a position in CAT in Q4 2019 and has held it in 18 quarters since. 1,804 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Teamwork Financial Advisors held 14,865 shares of Caterpillar worth $15.8M as of Q2 2026.
  • Teamwork Financial Advisors sold 2,284 Caterpillar shares in Q2 2026, an estimated $2.01M.
  • Caterpillar made up 1.44% of Teamwork Financial Advisors's portfolio in Q2 2026, its #21 holding.
  • Teamwork Financial Advisors first reported a position in Caterpillar in Q4 2019 and has held it in 18 quarters since.
  • 1,804 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.