AG
CAT icon

Advocate Group’s Caterpillar CAT Stock Holding History

Advocate 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 		$12.5M Sell
11,714
-2,812
-19% -$2.47M 1.88% 9
2026
Q1 		$10.3M Sell
14,526
-883
-6% -$612K 1.61% 15
2025
Q4 		$8.83M Sell
15,409
-1,848
-11% -$1.03M 1.43% 26
2025
Q3 		$8.23M Sell
17,257
-261
-1% -$111K 1.35% 29
2025
Q2 		$6.8M Buy
17,518
+329
+2% +$110K 1.22% 39
2025
Q1 		$5.67M Sell
17,189
-253
-1% -$90.1K 1.03% 42
2024
Q4 		$6.33M Sell
17,442
-478
-3% -$185K 1.19% 37
2024
Q3 		$7.01M Buy
17,920
+327
+2% +$113K 1.27% 35
2024
Q2 		$5.86M Buy
17,593
+74
+0.4% +$25.7K 1.18% 36
2024
Q1 		$6.42M Sell
17,519
-130
-0.7% -$41.5K 1.28% 33
2023
Q4 		$5.22M Sell
17,649
-849
-5% -$220K 1.12% 39
2023
Q3 		$5.05M Buy
18,498
+567
+3% +$154K 1.17% 35
2023
Q2 		$4.41M Buy
17,931
+1,878
+12% +$419K 0.97% 46
2023
Q1 		$3.67M Buy
16,053
+940
+6% +$227K 0.8% 51
2022
Q4 		$3.62M Sell
15,113
-1,520
-9% -$331K 0.78% 53
2022
Q3 		$2.73M Sell
16,633
-380
-2% -$69.4K 0.67% 55
2022
Q2 		$3.04M Buy
+17,013
New +$3.59M 0.71% 52

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Advocate Group's CAT Position: Q2 2026 in Review

Advocate Group reduced its Caterpillar (CAT) stake by 19% in Q2 2026, selling an estimated $2.47M and leaving 11,714 shares worth $12.5M. The position accounts for 1.88% of the portfolio, ranked #9.

Advocate Group first reported a position in CAT in Q2 2022 and has held it in 17 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Advocate Group held 11,714 shares of Caterpillar worth $12.5M as of Q2 2026.
  • Advocate Group sold 2,812 Caterpillar shares in Q2 2026, an estimated $2.47M.
  • Caterpillar made up 1.88% of Advocate Group's portfolio in Q2 2026, its #9 holding.
  • Advocate Group first reported a position in Caterpillar in Q2 2022 and has held it in 17 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Advocate Group's 13F filing for Q2 2026, filed 17 Jul 2026.