Advisornet Financial’s Caterpillar CAT Stock Holding History

Advisornet Financial’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	$6.62M	Sell	6,219 -196	-3%	-$172K	0.3%	73
2026 Q1	$4.54M	Sell	6,415 -300	-4%	-$208K	0.24%	90
2025 Q4	$3.85M	Buy	6,715 +53	+0.8%	+$29.5K	0.2%	95
2025 Q3	$3.18M	Buy	6,662 +847	+15%	+$362K	0.18%	111
2025 Q2	$2.26M	Buy	5,815 +482	+9%	+$161K	0.15%	142
2025 Q1	$1.76M	Sell	5,333 -214	-4%	-$76.2K	0.13%	174
2024 Q4	$2.01M	Sell	5,547 -571	-9%	-$221K	0.17%	132
2024 Q3	$2.39M	Buy	6,118 +3,755	+159%	+$1.3M	0.18%	127
2024 Q2	$787K	Buy	2,363 +20	+0.9%	+$6.93K	0.07%	234
2024 Q1	$859K	Sell	2,343 -966	-29%	-$309K	0.08%	227
2023 Q4	$978K	Sell	3,309 -275	-8%	-$71.3K	0.09%	222
2023 Q3	$979K	Sell	3,584 -4,215	-54%	-$1.14M	0.09%	211
2023 Q2	$1.92M	Buy	7,799 +94	+1%	+$21K	0.16%	139
2023 Q1	$1.76M	Sell	7,705 -757	-9%	-$183K	0.16%	141
2022 Q4	$2.03M	Buy	8,462 +105	+1%	+$22.9K	0.2%	119
2022 Q3	$1.37M	Sell	8,357 -472	-5%	-$86.2K	0.14%	168
2022 Q2	$1.58M	Sell	8,829 -210	-2%	-$44.3K	0.16%	153
2022 Q1	$2.01M	Buy	9,039 +792	+10%	+$166K	0.13%	160
2021 Q4	$1.71M	Buy	8,247 +61	+0.7%	+$12.3K	0.11%	179
2021 Q3	$1.57M	Buy	8,186 +357	+5%	+$74.3K	0.11%	173
2021 Q2	$1.7M	Sell	7,829 -3,860	-33%	-$891K	0.11%	173
2021 Q1	$2.71M	Sell	11,689 -351	-3%	-$72.7K	0.19%	119
2020 Q4	$2.19M	Sell	12,040 -145	-1%	-$24.6K	0.18%	124
2020 Q3	$1.82M	Buy	12,185 +411	+3%	+$57.7K	0.16%	140
2020 Q2	$1.49M	Buy	11,774 +12	+0.1%	+$1.42K	0.12%	164
2020 Q1	$1.36M	Sell	11,762 -1,553	-12%	-$198K	0.13%	147
2019 Q4	$1.97M	Sell	13,315 -886	-6%	-$124K	0.17%	128
2019 Q3	$1.79M	Buy	14,201 +6,176	+77%	+$785K	0.16%	130
2019 Q2	$1.09M	Sell	8,025 -15,973	-67%	-$2.11M	0.12%	175
2019 Q1	$3.25M	Buy	23,998 +15,732	+190%	+$2.09M	0.4%	53
2018 Q4	$1.05M	Buy	8,266 +1,702	+26%	+$221K	0.15%	152
2018 Q3	$1M	Buy	6,564 +2,886	+78%	+$408K	0.13%	156
2018 Q2	$499K	Buy	3,678 +113	+3%	+$16.9K	0.07%	233
2018 Q1	$525K	Buy	3,565 +158	+5%	+$24.9K	0.07%	221
2017 Q4	$537K	Buy	+3,407	New	+$473K	0.08%	191

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Advisornet Financial's CAT Position: Q2 2026 in Review

Advisornet Financial reduced its Caterpillar (CAT) stake by 3.1% in Q2 2026, selling an estimated $172K and leaving 6,219 shares worth $6.62M. The position accounts for 0.3% of the portfolio, ranked #73.

Advisornet Financial first reported a position in CAT in Q4 2017 and has held it in 35 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Advisornet Financial held 6,219 shares of Caterpillar worth $6.62M as of Q2 2026.
Advisornet Financial sold 196 Caterpillar shares in Q2 2026, an estimated $172K.
Caterpillar made up 0.3% of Advisornet Financial's portfolio in Q2 2026, its #73 holding.
Advisornet Financial first reported a position in Caterpillar in Q4 2017 and has held it in 35 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.