AGH Wealth Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Other funds holding CAT
AGH Wealth Advisors's CAT Position: Q2 2026 in Review
AGH Wealth Advisors increased its Caterpillar (CAT) stake by 17% in Q2 2026, buying an estimated $56.2K and bringing the position to 432 shares worth $460K. The position accounts for 0.29% of the portfolio, ranked #72.
AGH Wealth Advisors first reported a position in CAT in Q1 2026 and has held it in 2 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- AGH Wealth Advisors held 432 shares of Caterpillar worth $460K as of Q2 2026.
- AGH Wealth Advisors bought 64 Caterpillar shares in Q2 2026, an estimated $56.2K.
- Caterpillar made up 0.29% of AGH Wealth Advisors's portfolio in Q2 2026, its #72 holding.
- AGH Wealth Advisors first reported a position in Caterpillar in Q1 2026 and has held it in 2 quarters since.
- 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on AGH Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.