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Advisory Resource Group’s Caterpillar CAT Stock Holding History

Advisory Resource Group’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 		$1.75M 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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

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. 837 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.
  • 837 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.