AdvisorShares Investments’s Caterpillar CAT Stock Holding History

AdvisorShares Investments’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	$1.61M	Buy	1,511 +770	+104%	+$676K	0.19%	63
2026 Q1	$525K	Sell	741 -100	-12%	-$69.3K	0.1%	121
2025 Q4	$482K	Sell	841 -209	-20%	-$116K	0.08%	143
2025 Q3	$501K	Buy	+1,050	New	+$448K	0.08%	136
2025 Q1	–	Sell	-1,270	Closed	-$461K	–	275
2024 Q4	$461K	Sell	1,270 -65	-5%	-$25.2K	0.09%	142
2024 Q3	$522K	Buy	1,335 +55	+4%	+$19K	0.1%	89
2024 Q2	$421K	Buy	+1,280	New	+$444K	0.07%	179
2024 Q1	–	Sell	-1,680	Closed	-$497K	–	283
2023 Q4	$497K	Buy	1,680 +317	+23%	+$82.2K	0.12%	104
2023 Q3	$372K	Buy	+1,363	New	+$370K	0.1%	151

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

AdvisorShares Investments's CAT Position: Q2 2026 in Review

AdvisorShares Investments increased its Caterpillar (CAT) stake by 104% in Q2 2026, buying an estimated $676K and bringing the position to 1,511 shares worth $1.61M. The position accounts for 0.19% of the portfolio, ranked #63.

AdvisorShares Investments first reported a position in CAT in Q3 2023 and has held it in 9 quarters since. 4,033 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

AdvisorShares Investments held 1,511 shares of Caterpillar worth $1.61M as of Q2 2026.
AdvisorShares Investments bought 770 Caterpillar shares in Q2 2026, an estimated $676K.
Caterpillar made up 0.19% of AdvisorShares Investments's portfolio in Q2 2026, its #63 holding.
AdvisorShares Investments first reported a position in Caterpillar in Q3 2023 and has held it in 9 quarters since.
4,033 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on AdvisorShares Investments's 13F filing for Q2 2026, filed 11 Aug 2026.