AIS
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Advocate Investing Services’s Caterpillar CAT Stock Holding History

Advocate Investing Services’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 		$106K Hold
100
– – 0.08% 125
2026
Q1 		$70.8K Hold
100
– – 0.06% 137
2025
Q4 		$57.3K Buy
+100
New +$55.6K 0.05% 137

Other funds holding CAT

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State Street
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Advocate Investing Services's CAT Position: Q2 2026 in Review

Advocate Investing Services held its Caterpillar (CAT) position steady in Q2 2026 at 100 shares worth $106K. The position accounts for 0.08% of the portfolio, ranked #125.

Advocate Investing Services first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 4,033 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Advocate Investing Services held 100 shares of Caterpillar worth $106K as of Q2 2026.
  • Advocate Investing Services left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.08% of Advocate Investing Services's portfolio in Q2 2026, its #125 holding.
  • Advocate Investing Services first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 4,033 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.