ACT Advisors’s Caterpillar CAT Stock Holding History

ACT 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	$469K	Buy	440 +15	+4%	+$13.2K	0.16%	40
2026 Q1	$301K	Buy	+425	New	+$294K	0.13%	55

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

ACT Advisors's CAT Position: Q2 2026 in Review

ACT Advisors increased its Caterpillar (CAT) stake by 3.5% in Q2 2026, buying an estimated $13.2K and bringing the position to 440 shares worth $469K. The position accounts for 0.16% of the portfolio, ranked #40.

ACT Advisors first reported a position in CAT in Q1 2026 and has held it in 2 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

ACT Advisors held 440 shares of Caterpillar worth $469K as of Q2 2026.
ACT Advisors bought 15 Caterpillar shares in Q2 2026, an estimated $13.2K.
Caterpillar made up 0.16% of ACT Advisors's portfolio in Q2 2026, its #40 holding.
ACT Advisors first reported a position in Caterpillar in Q1 2026 and has held it in 2 quarters since.
4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on ACT Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.