AF Advisors’s Caterpillar CAT Stock Holding History

AF Advisors’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	$1.44M	Sell	1,349 -100	-7%	-$87.8K	0.71%	7
2026 Q1	$1.03M	Sell	1,449 -614	-30%	-$425K	0.57%	8
2025 Q4	$1.18M	Buy	2,063 +2	+0.1%	+$1.11K	0.45%	7
2025 Q3	$983K	Hold	2,061	–	–	0.4%	8
2025 Q2	$800K	Hold	2,061	–	–	0.28%	8
2025 Q1	$680K	Hold	2,061	–	–	0.13%	5
2024 Q4	$748K	Hold	2,061	–	–	0.1%	4
2024 Q3	$806K	Buy	2,061 +1	+0%	+$345	0.11%	4
2024 Q2	$686K	Hold	2,060	–	–	0.13%	4
2024 Q1	$755K	Hold	2,060	–	–	0.16%	4
2023 Q4	$609K	Hold	2,060	–	–	0.14%	5
2023 Q3	$562K	Hold	2,060	–	–	0.18%	5
2023 Q2	$507K	Hold	2,060	–	–	0.17%	5
2023 Q1	$471K	Hold	2,060	–	–	0.18%	5
2022 Q4	$338K	Hold	2,060	–	–	0.21%	8
2022 Q3	$338K	Sell	2,060 -620	-23%	-$113K	0.21%	7
2022 Q2	$479K	Buy	2,680 +820	+44%	+$173K	0.3%	5
2022 Q1	$414K	Sell	1,860 -820	-31%	-$172K	0.28%	6
2021 Q4	$554K	Hold	2,680	–	–	0.32%	6
2021 Q3	$514K	Sell	2,680 -620	-19%	-$129K	0.32%	6
2021 Q2	$719K	Hold	3,300	–	–	0.36%	4
2021 Q1	$767K	Hold	3,300	–	–	0.41%	2
2020 Q4	$599K	Hold	3,300	–	–	0.3%	5
2020 Q3	$492K	Hold	3,300	–	–	0.29%	5
2020 Q2	$417K	Hold	3,300	–	–	0.25%	6
2020 Q1	$383K	Hold	3,300	–	–	0.31%	5
2019 Q4	$487K	Buy	+3,300	New	+$461K	0.32%	5

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AF Advisors's CAT Position: Q2 2026 in Review

AF Advisors reduced its Caterpillar (CAT) stake by 6.9% in Q2 2026, selling an estimated $87.8K and leaving 1,349 shares worth $1.44M. The position accounts for 0.71% of the portfolio, ranked #7.

AF Advisors first reported a position in CAT in Q4 2019 and has held it in 27 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

AF Advisors held 1,349 shares of Caterpillar worth $1.44M as of Q2 2026.
AF Advisors sold 100 Caterpillar shares in Q2 2026, an estimated $87.8K.
Caterpillar made up 0.71% of AF Advisors's portfolio in Q2 2026, its #7 holding.
AF Advisors first reported a position in Caterpillar in Q4 2019 and has held it in 27 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on AF Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.