Advocate Group
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
Q3 		$6.11M Sell
7,538
-4,176
-36% -$3.54M 0.95% 43
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 $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Advocate Group's CAT Position: Q3 2026 in Review

Advocate Group reduced its Caterpillar (CAT) stake by 36% in Q3 2026, selling an estimated $3.54M and leaving 7,538 shares worth $6.11M. The position accounts for 0.95% of the portfolio, ranked #43.

Advocate Group first reported a position in CAT in Q2 2022 and has held it in 18 quarters since. The position peaked at $12.5M in Q2 2026. 1,817 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Advocate Group held 7,538 shares of Caterpillar worth $6.11M as of Q3 2026.
  • Advocate Group sold 4,176 Caterpillar shares in Q3 2026, an estimated $3.54M.
  • Caterpillar made up 0.95% of Advocate Group's portfolio in Q3 2026, its #43 holding.
  • Advocate Group first reported a position in Caterpillar in Q2 2022 and has held it in 18 quarters since.
  • Advocate Group's Caterpillar position peaked at $12.5M in Q2 2026.
  • 1,817 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.