Alliance Wealth Advisors (Pennsylvania)’s Caterpillar CAT Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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	$534K	Buy	502 +6	+1%	+$5.27K	0.17%	84
2026 Q1	$351K	Hold	496	–	–	0.15%	114
2025 Q4	$284K	Hold	496	–	–	0.12%	126
2025 Q3	$237K	Buy	+496	New	+$212K	0.11%	142
2021 Q1	–	Sell	-1,517	Closed	-$276K	–	109
2020 Q4	$276K	Buy	+1,517	New	+$257K	0.29%	80

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

Alliance Wealth Advisors (Pennsylvania)'s CAT Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) increased its Caterpillar (CAT) stake by 1.2% in Q2 2026, buying an estimated $5.27K and bringing the position to 502 shares worth $534K. The position accounts for 0.17% of the portfolio, ranked #84.

Alliance Wealth Advisors (Pennsylvania) first reported a position in CAT in Q4 2020 and has held it in 5 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Alliance Wealth Advisors (Pennsylvania) held 502 shares of Caterpillar worth $534K as of Q2 2026.
Alliance Wealth Advisors (Pennsylvania) bought 6 Caterpillar shares in Q2 2026, an estimated $5.27K.
Caterpillar made up 0.17% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #84 holding.
Alliance Wealth Advisors (Pennsylvania) first reported a position in Caterpillar in Q4 2020 and has held it in 5 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.