Advisory Resource Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.75M | Buy |
1,648
+6
| +0.4% | +$5.27K | 0.26% | 96 |
|
|
2026
Q1 | $1.16M | Buy |
1,642
+10
| +0.6% | +$6.93K | 0.2% | 103 |
|
|
2025
Q4 | $935K | Buy |
1,632
+13
| +0.8% | +$7.22K | 0.16% | 110 |
|
|
2025
Q3 | $773K | Buy |
1,619
+2
| +0.1% | +$854 | 0.14% | 123 |
|
|
2025
Q2 | $628K | Sell |
1,617
-21
| -1% | -$7K | 0.12% | 125 |
|
|
2025
Q1 | $540K | Sell |
1,638
-36
| -2% | -$12.8K | 0.11% | 128 |
|
|
2024
Q4 | $607K | Hold |
1,674
| – | – | 0.13% | 120 |
|
|
2024
Q3 | $655K | Hold |
1,674
| – | – | 0.14% | 112 |
|
|
2024
Q2 | $558K | Sell |
1,674
-15
| -0.9% | -$5.2K | 0.13% | 110 |
|
|
2024
Q1 | $619K | Sell |
1,689
-50
| -3% | -$16K | 0.14% | 110 |
|
|
2023
Q4 | $514K | Hold |
1,739
| – | – | 0.13% | 112 |
|
|
2023
Q3 | $475K | Hold |
1,739
| – | – | 0.13% | 112 |
|
|
2023
Q2 | $428K | Hold |
1,739
| – | – | 0.12% | 118 |
|
|
2023
Q1 | $398K | Buy |
1,739
+10
| +0.6% | +$2.42K | 0.11% | 119 |
|
|
2022
Q4 | $414K | Sell |
1,729
-82
| -5% | -$17.9K | 0.12% | 119 |
|
|
2022
Q3 | $297K | Buy |
1,811
+25
| +1% | +$4.57K | 0.1% | 105 |
|
|
2022
Q2 | $319K | Sell |
1,786
-37
| -2% | -$7.8K | 0.1% | 99 |
|
|
2022
Q1 | $406K | Hold |
1,823
| – | – | 0.13% | 90 |
|
|
2021
Q4 | $367K | Hold |
1,823
| – | – | 0.12% | 96 |
|
|
2021
Q3 | $350K | Hold |
1,823
| – | – | 0.13% | 89 |
|
|
2021
Q2 | $397K | Sell |
1,823
-236
| -11% | -$54.5K | 0.16% | 82 |
|
|
2021
Q1 | $477K | Sell |
2,059
-11
| -0.5% | -$2.28K | 0.22% | 63 |
|
|
2020
Q4 | $377K | Buy |
2,070
+11
| +0.5% | +$1.86K | 0.19% | 65 |
|
|
2020
Q3 | $307K | Buy |
2,059
+172
| +9% | +$24.2K | 0.18% | 69 |
|
|
2020
Q2 | $239K | Sell |
1,887
-8,863
| -82% | -$1.05M | 0.15% | 75 |
|
|
2020
Q1 | $1.25M | Buy |
10,750
+116
| +1% | +$14.8K | 0.95% | 19 |
|
|
2019
Q4 | $1.57M | Sell |
10,634
-432
| -4% | -$60.3K | 0.88% | 18 |
|
|
2019
Q3 | $1.4M | Buy |
11,066
+1,603
| +17% | +$204K | 0.75% | 22 |
|
|
2019
Q2 | $1.29M | Buy |
9,463
+538
| +6% | +$71.1K | 0.71% | 25 |
|
|
2019
Q1 | $1.1M | Buy |
8,925
+32
| +0.4% | +$4.25K | 0.61% | 28 |
|
|
2018
Q4 | $1.13M | Buy |
+8,893
| New | +$1.16M | 0.69% | 18 |
|
Other funds holding CAT
Advisory Resource Group's CAT Position: Q2 2026 in Review
Advisory Resource Group increased its Caterpillar (CAT) stake by 0.37% in Q2 2026, buying an estimated $5.27K and bringing the position to 1,648 shares worth $1.75M. The position accounts for 0.26% of the portfolio, ranked #96.
Advisory Resource Group first reported a position in CAT in Q4 2018 and has held it in 31 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Advisory Resource Group held 1,648 shares of Caterpillar worth $1.75M as of Q2 2026.
- Advisory Resource Group bought 6 Caterpillar shares in Q2 2026, an estimated $5.27K.
- Caterpillar made up 0.26% of Advisory Resource Group's portfolio in Q2 2026, its #96 holding.
- Advisory Resource Group first reported a position in Caterpillar in Q4 2018 and has held it in 31 quarters since.
- 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.