Advantage Trust Company’s Caterpillar CAT Stock Holding History

Advantage Trust Company’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	$552K	Buy	518 +370	+250%	+$325K	0.19%	35
2026 Q1	$105K	Sell	148 -19	-11%	-$13.2K	0.05%	55
2025 Q4	$95.7K	Sell	167 -370	-69%	-$206K	0.04%	56
2025 Q3	$256K	Sell	537 -400	-43%	-$171K	0.12%	54
2025 Q2	$364K	Buy	937 +370	+65%	+$123K	0.18%	44
2025 Q1	$187K	Sell	567 -93	-14%	-$33.1K	0.11%	47
2024 Q4	$239K	Hold	660	–	–	0.14%	38
2024 Q3	$258K	Sell	660 -270	-29%	-$93.2K	0.18%	37
2024 Q2	$310K	Hold	930	–	–	0.22%	35
2024 Q1	$341K	Hold	930	–	–	0.25%	31
2023 Q4	$275K	Buy	+930	New	+$241K	0.22%	35

Other funds holding CAT

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Advantage Trust Company's CAT Position: Q2 2026 in Review

Advantage Trust Company increased its Caterpillar (CAT) stake by 250% in Q2 2026, buying an estimated $325K and bringing the position to 518 shares worth $552K. The position accounts for 0.19% of the portfolio, ranked #35.

Advantage Trust Company first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 1,380 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Advantage Trust Company held 518 shares of Caterpillar worth $552K as of Q2 2026.
Advantage Trust Company bought 370 Caterpillar shares in Q2 2026, an estimated $325K.
Caterpillar made up 0.19% of Advantage Trust Company's portfolio in Q2 2026, its #35 holding.
Advantage Trust Company first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
1,380 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Advantage Trust Company's 13F filing for Q2 2026, filed 17 Jul 2026.