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 Q3	$210K	Sell	259 -1	-0.4%	-$848	0.13%	42
2026 Q2	$276K	Buy	+260	New	+$228K	0.16%	34

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

AdviceOne Advisory Services's CAT Position: Q3 2026 in Review

AdviceOne Advisory Services reduced its Caterpillar (CAT) stake by 0.38% in Q3 2026, selling an estimated $848 and leaving 259 shares worth $210K. The position accounts for 0.13% of the portfolio, ranked #42.

AdviceOne Advisory Services first reported a position in CAT in Q2 2026 and has held it in 2 quarters since. The position peaked at $276K in Q2 2026. 1,272 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

AdviceOne Advisory Services held 259 shares of Caterpillar worth $210K as of Q3 2026.
AdviceOne Advisory Services sold 1 Caterpillar share in Q3 2026, an estimated $848.
Caterpillar made up 0.13% of AdviceOne Advisory Services's portfolio in Q3 2026, its #42 holding.
AdviceOne Advisory Services first reported a position in Caterpillar in Q2 2026 and has held it in 2 quarters since.
AdviceOne Advisory Services's Caterpillar position peaked at $276K in Q2 2026.
1,272 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on AdviceOne Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.