AdviceOne Advisory Services’s Caterpillar CAT Stock Holding History

AdviceOne 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	$276K	Buy	+260	New	+$228K	0.16%	34

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

AdviceOne Advisory Services's CAT Position: Q2 2026 in Review

AdviceOne Advisory Services opened a new position in Caterpillar (CAT) in Q2 2026: 260 shares worth $276K. The stake represents 0.16% of the portfolio and ranks #34 among its holdings.

1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

AdviceOne Advisory Services held 260 shares of Caterpillar worth $276K as of Q2 2026.
Caterpillar was a new AdviceOne Advisory Services position in Q2 2026.
Caterpillar made up 0.16% of AdviceOne Advisory Services's portfolio in Q2 2026, its #34 holding.
1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on AdviceOne Advisory Services's 13F filing for Q2 2026, filed 9 Jul 2026.