Acorn Financial Advisory Services’s Caterpillar CAT Stock Holding History

Acorn Financial Advisory Services’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	$9.18M	Buy	8,619 +8,262	+2,314%	+$7.26M	1.22%	24
2026 Q1	$253K	Sell	357 -102	-22%	-$70.6K	0.03%	182
2025 Q4	$263K	Buy	459 +8	+2%	+$4.45K	0.04%	171
2025 Q3	$215K	Buy	+451	New	+$193K	0.03%	200
2024 Q1	–	Sell	-1,296	Closed	-$382K	–	215
2023 Q4	$382K	Buy	1,296 +2	+0.2%	+$519	0.07%	173
2023 Q3	$353K	Buy	1,294 +1	+0.1%	+$271	0.06%	175
2023 Q2	$318K	Buy	1,293 +99	+8%	+$22.1K	0.06%	189
2023 Q1	$273K	Sell	1,194 -5	-0.4%	-$1.21K	0.05%	184
2022 Q4	$287K	Buy	+1,199	New	+$261K	0.06%	174
2022 Q3	–	Sell	-1,193	Closed	-$214K	–	217
2022 Q2	$214K	Hold	1,193	–	–	0.05%	200
2022 Q1	$266K	Buy	1,193 +54	+5%	+$11.3K	0.05%	195
2021 Q4	$235K	Hold	1,139	–	–	0.05%	200
2021 Q3	$219K	Sell	1,139 -108	-9%	-$22.5K	0.07%	204
2021 Q2	$271K	Sell	1,247 -14	-1%	-$3.23K	0.08%	205
2021 Q1	$292K	Buy	1,261 +1	+0.1%	+$207	0.11%	170
2020 Q4	$229K	Buy	+1,260	New	+$214K	0.09%	201

Other funds holding CAT

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Acorn Financial Advisory Services's CAT Position: Q2 2026 in Review

Acorn Financial Advisory Services increased its Caterpillar (CAT) stake by 2,314% in Q2 2026, buying an estimated $7.26M and bringing the position to 8,619 shares worth $9.18M. The position accounts for 1.22% of the portfolio, ranked #24.

Acorn Financial Advisory Services first reported a position in CAT in Q4 2020 and has held it in 16 quarters since. 2,116 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Acorn Financial Advisory Services held 8,619 shares of Caterpillar worth $9.18M as of Q2 2026.
Acorn Financial Advisory Services bought 8,262 Caterpillar shares in Q2 2026, an estimated $7.26M.
Caterpillar made up 1.22% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #24 holding.
Acorn Financial Advisory Services first reported a position in Caterpillar in Q4 2020 and has held it in 16 quarters since.
2,116 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.