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Advisor OS’s Caterpillar CAT Stock Holding History

Advisor OS’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 		$5.47M Buy
5,133
+740
+17% +$650K 0.36% 49
2026
Q1 		$3.11M Sell
4,393
-412
-9% -$285K 0.23% 74
2025
Q4 		$2.75M Sell
4,805
-454
-9% -$252K 0.22% 74
2025
Q3 		$2.51M Buy
5,259
+995
+23% +$425K 0.22% 67
2025
Q2 		$1.66M Buy
4,264
+930
+28% +$310K 0.16% 92
2025
Q1 		$1.1M Sell
3,334
-628
-16% -$224K 0.13% 114
2024
Q4 		$1.44M Buy
3,962
+494
+14% +$192K 0.17% 88
2024
Q3 		$1.36M Buy
3,468
+107
+3% +$37K 0.14% 119
2024
Q2 		$1.12M Sell
3,361
-154
-4% -$53.4K 0.12% 145
2024
Q1 		$1.29M Buy
3,515
+1,349
+62% +$431K 0.15% 126
2023
Q4 		$641K Buy
2,166
+842
+64% +$218K 0.08% 181
2023
Q3 		$361K Buy
1,324
+183
+16% +$49.6K 0.05% 214
2023
Q2 		$281K Buy
1,141
+155
+16% +$34.6K 0.05% 240
2023
Q1 		$226K Buy
+986
New +$238K 0.05% 222
2021
Q4 		– Sell
-1,209
Closed -$232K – 241
2021
Q3 		$232K Hold
1,209
– – 0.05% 211
2021
Q2 		$263K Buy
1,209
+1
+0.1% +$231 0.05% 201
2021
Q1 		$280K Buy
+1,208
New +$250K 0.06% 163

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Advisor OS's CAT Position: Q2 2026 in Review

Advisor OS increased its Caterpillar (CAT) stake by 17% in Q2 2026, buying an estimated $650K and bringing the position to 5,133 shares worth $5.47M. The position accounts for 0.36% of the portfolio, ranked #49.

Advisor OS first reported a position in CAT in Q1 2021 and has held it in 17 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Advisor OS held 5,133 shares of Caterpillar worth $5.47M as of Q2 2026.
  • Advisor OS bought 740 Caterpillar shares in Q2 2026, an estimated $650K.
  • Caterpillar made up 0.36% of Advisor OS's portfolio in Q2 2026, its #49 holding.
  • Advisor OS first reported a position in Caterpillar in Q1 2021 and has held it in 17 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.