1620 Investment Advisors’s Caterpillar CAT Stock Holding History

1620 Investment 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	$70.3K	Hold	66	–	–	0.04%	288
2026 Q1	$46.8K	Sell	66 -5	-7%	-$3.46K	0.03%	312
2025 Q4	$40.7K	Sell	71 -19	-21%	-$10.6K	0.03%	323
2025 Q3	$42.9K	Sell	90 -2	-2%	-$854	0.03%	313
2025 Q2	$35.7K	Sell	92 -850	-90%	-$283K	0.03%	340
2025 Q1	$311K	Sell	942 -16	-2%	-$5.7K	0.24%	121
2024 Q4	$347K	Buy	958 +19	+2%	+$7.37K	0.26%	115
2024 Q3	$367K	Buy	939 +12	+1%	+$4.14K	0.26%	113
2024 Q2	$309K	Hold	927	–	–	0.24%	119
2024 Q1	$340K	Buy	927 +87	+10%	+$27.8K	0.34%	99
2023 Q4	$248K	Sell	840 -1,034	-55%	-$268K	0.27%	120
2023 Q3	$512K	Sell	1,874 -12	-0.6%	-$3.25K	0.58%	58
2023 Q2	$464K	Sell	1,886 -41	-2%	-$9.14K	0.5%	67
2023 Q1	$441K	Buy	+1,927	New	+$466K	0.53%	65

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

1620 Investment Advisors's CAT Position: Q2 2026 in Review

1620 Investment Advisors held its Caterpillar (CAT) position steady in Q2 2026 at 66 shares worth $70.3K. The position accounts for 0.04% of the portfolio, ranked #288.

1620 Investment Advisors first reported a position in CAT in Q1 2023 and has held it in 14 quarters since. The position peaked at $512K in Q3 2023. 1,621 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

1620 Investment Advisors held 66 shares of Caterpillar worth $70.3K as of Q2 2026.
1620 Investment Advisors left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.04% of 1620 Investment Advisors's portfolio in Q2 2026, its #288 holding.
1620 Investment Advisors first reported a position in Caterpillar in Q1 2023 and has held it in 14 quarters since.
1620 Investment Advisors's Caterpillar position peaked at $512K in Q3 2023.
1,621 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.