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Wolff Wiese Magana’s Caterpillar CAT Stock Holding History

Wolff Wiese Magana’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 		$232K Sell
218
-21
-9% -$18.4K 0.11% 110
2026
Q1 		$169K Buy
239
+7
+3% +$4.85K 0.09% 115
2025
Q4 		$133K Sell
232
-37
-14% -$20.6K 0.07% 133
2025
Q3 		$128K Buy
269
+35
+15% +$14.9K 0.07% 134
2025
Q2 		$90.8K Hold
234
– – 0.06% 156
2025
Q1 		$77.2K Buy
234
+43
+23% +$15.3K 0.05% 155
2024
Q4 		$69.3K Hold
191
– – 0.05% 168
2024
Q3 		$74.7K Hold
191
– – 0.05% 157
2024
Q2 		$63.6K Buy
191
+4
+2% +$1.39K 0.05% 147
2024
Q1 		$68.5K Hold
187
– – 0.06% 127
2023
Q4 		$55.3K Buy
187
+5
+3% +$1.3K 0.05% 132
2023
Q3 		$49.7K Hold
182
– – 0.04% 180
2023
Q2 		$44.8K Hold
182
– – 0.03% 199
2023
Q1 		$41.6K Sell
182
-7
-4% -$1.69K 0.03% 200
2022
Q4 		$45.3K Sell
189
-5
-3% -$1.09K 0.04% 192
2022
Q3 		$32K Buy
194
+12
+7% +$2.19K 0.03% 308
2022
Q2 		$33K Hold
182
– – 0.02% 313
2022
Q1 		$41K Hold
182
– – 0.03% 304
2021
Q4 		$38K Hold
182
– – 0.02% 318
2021
Q3 		$35K Sell
182
-12
-6% -$2.5K 0.02% 329
2021
Q2 		$42K Buy
194
+12
+7% +$2.77K 0.03% 302
2021
Q1 		$42K Hold
182
– – 0.03% 304
2020
Q4 		$33K Buy
+182
New +$30.9K 0.03% 315

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

Wolff Wiese Magana's CAT Position: Q2 2026 in Review

Wolff Wiese Magana reduced its Caterpillar (CAT) stake by 8.8% in Q2 2026, selling an estimated $18.4K and leaving 218 shares worth $232K. The position accounts for 0.11% of the portfolio, ranked #110.

Wolff Wiese Magana first reported a position in CAT in Q4 2020 and has held it in 23 quarters since. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Wolff Wiese Magana held 218 shares of Caterpillar worth $232K as of Q2 2026.
  • Wolff Wiese Magana sold 21 Caterpillar shares in Q2 2026, an estimated $18.4K.
  • Caterpillar made up 0.11% of Wolff Wiese Magana's portfolio in Q2 2026, its #110 holding.
  • Wolff Wiese Magana first reported a position in Caterpillar in Q4 2020 and has held it in 23 quarters since.
  • 1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.