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1834 Investment Advisors’s Caterpillar CAT Stock Holding History

1834 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 		$951K Hold
893
– – 0.11% 128
2026
Q1 		$633K Sell
893
-7
-0.8% -$4.85K 0.08% 143
2025
Q4 		$516K Hold
900
– – 0.06% 164
2025
Q3 		$429K Hold
900
– – 0.05% 172
2025
Q2 		$349K Hold
900
– – 0.04% 180
2025
Q1 		$297K Sell
900
-149
-14% -$53.1K 0.04% 186
2024
Q4 		$381K Hold
1,049
– – 0.05% 174
2024
Q3 		$410K Hold
1,049
– – 0.05% 176
2024
Q2 		$349K Sell
1,049
-110
-9% -$38.1K 0.04% 184
2024
Q1 		$425K Hold
1,159
– – 0.05% 176
2023
Q4 		$343K Sell
1,159
-462
-29% -$120K 0.04% 190
2023
Q3 		$443K Sell
1,621
-75
-4% -$20.3K 0.06% 171
2023
Q2 		$417K Sell
1,696
-876
-34% -$195K 0.05% 183
2023
Q1 		$589K Buy
2,572
+1,302
+103% +$315K 0.07% 162
2022
Q4 		$304K Hold
1,270
– – 0.04% 155
2022
Q3 		$208K Sell
1,270
-194
-13% -$35.4K 0.03% 188
2022
Q2 		$262K Buy
1,464
+75
+5% +$15.8K 0.04% 171
2022
Q1 		$309K Hold
1,389
– – 0.04% 159
2021
Q4 		$287K Sell
1,389
-20
-1% -$4.03K 0.03% 166
2021
Q3 		$270K Hold
1,409
– – 0.03% 171
2021
Q2 		$307K Sell
1,409
-250
-15% -$57.7K 0.04% 160
2021
Q1 		$385K Sell
1,659
-370
-18% -$76.6K 0.05% 145
2020
Q4 		$369K Sell
2,029
-143
-7% -$24.3K 0.05% 149
2020
Q3 		$324K Sell
2,172
-547
-20% -$76.8K 0.05% 143
2020
Q2 		$344K Sell
2,719
-250
-8% -$29.6K 0.05% 137
2020
Q1 		$345K Sell
2,969
-50
-2% -$6.39K 0.07% 132
2019
Q4 		$446K Sell
3,019
-834
-22% -$116K 0.07% 123
2019
Q3 		$486K Sell
3,853
-640
-14% -$81.3K 0.07% 123
2019
Q2 		$613K Sell
4,493
-413
-8% -$54.6K 0.09% 107
2019
Q1 		$665K Sell
4,906
-527
-10% -$70K 0.1% 108
2018
Q4 		$690K Sell
5,433
-290
-5% -$37.7K 0.12% 107
2018
Q3 		$872K Sell
5,723
-387
-6% -$54.7K 0.13% 103
2018
Q2 		$829K Sell
6,110
-2,969
-33% -$444K 0.13% 102
2018
Q1 		$1.34M Sell
9,079
-519
-5% -$82K 0.23% 77
2017
Q4 		$1.51M Sell
9,598
-283
-3% -$39.3K 0.24% 86
2017
Q3 		$1.23M Sell
9,881
-185
-2% -$21.3K 0.23% 85
2017
Q2 		$1.08M Sell
10,066
-58
-0.6% -$5.89K 0.2% 90
2017
Q1 		$939K Sell
10,124
-543
-5% -$51.4K 0.18% 94
2016
Q4 		$989K Sell
10,667
-613
-5% -$55.6K 0.2% 91
2016
Q3 		$1M Buy
11,280
+302
+3% +$24.7K 0.22% 88
2016
Q2 		$832K Sell
10,978
-147
-1% -$11K 0.18% 103
2016
Q1 		$851K Sell
11,125
-47
-0.4% -$3.15K 0.19% 96
2015
Q4 		$759K Sell
11,172
-3,332
-23% -$233K 0.18% 102
2015
Q3 		$948K Buy
14,504
+785
+6% +$60K 0.24% 96
2015
Q2 		$1.16M Buy
13,719
+450
+3% +$38.7K 0.32% 76
2015
Q1 		$1.06M Buy
13,269
+2,630
+25% +$219K 0.29% 81
2014
Q4 		$974K Buy
10,639
+200
+2% +$19.5K 0.27% 80
2014
Q3 		$1.03M Buy
10,439
+120
+1% +$12.7K 0.29% 79
2014
Q2 		$1.12M Buy
10,319
+930
+10% +$97.6K 0.3% 78
2014
Q1 		$933K Sell
9,389
-626
-6% -$59K 0.27% 81
2013
Q4 		$909K Sell
10,015
-38,820
-79% -$3.31M 0.27% 84
2013
Q3 		$4.07M Buy
48,835
+1,513
+3% +$128K 1.34% 25
2013
Q2 		$3.9M Buy
+47,322
New +$4.02M 1.34% 24

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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

1834 Investment Advisors's CAT Position: Q2 2026 in Review

1834 Investment Advisors held its Caterpillar (CAT) position steady in Q2 2026 at 893 shares worth $951K. The position accounts for 0.11% of the portfolio, ranked #128.

1834 Investment Advisors first reported a position in CAT in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.07M in Q3 2013. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • 1834 Investment Advisors held 893 shares of Caterpillar worth $951K as of Q2 2026.
  • 1834 Investment Advisors left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.11% of 1834 Investment Advisors's portfolio in Q2 2026, its #128 holding.
  • 1834 Investment Advisors first reported a position in Caterpillar in Q2 2013 and has held it in 53 quarters since.
  • 1834 Investment Advisors's Caterpillar position peaked at $4.07M in Q3 2013.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on 1834 Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.