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Alta Advisers’s Caterpillar CAT Stock Holding History

Alta Advisers’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 		$2.04M Buy
1,917
+126
+7% +$111K 0.46% 26
2026
Q1 		$1.27M Hold
1,791
– – 0.46% 32
2025
Q4 		$1.03M Sell
1,791
-600
-25% -$333K 0.37% 39
2025
Q3 		$1.14M Hold
2,391
– – 0.35% 41
2025
Q2 		$928K Hold
2,391
– – 0.33% 54
2025
Q1 		$789K Buy
2,391
+800
+50% +$285K 0.34% 60
2024
Q4 		$577K Buy
1,591
+191
+14% +$74.1K 0.36% 51
2024
Q3 		$548K Hold
1,400
– – 0.25% 44
2024
Q2 		$466K Hold
1,400
– – 0.22% 49
2024
Q1 		$513K Hold
1,400
– – 0.25% 45
2023
Q4 		$414K Hold
1,400
– – 0.22% 51
2023
Q3 		$382K Hold
1,400
– – 0.22% 49
2023
Q2 		$344K Hold
1,400
– – 0.19% 60
2023
Q1 		$320K Hold
1,400
– – 0.19% 64
2022
Q4 		$335K Hold
1,400
– – 0.2% 58
2022
Q3 		$230K Buy
+1,400
New +$256K 0.14% 76

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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

Alta Advisers's CAT Position: Q2 2026 in Review

Alta Advisers increased its Caterpillar (CAT) stake by 7% in Q2 2026, buying an estimated $111K and bringing the position to 1,917 shares worth $2.04M. The position accounts for 0.46% of the portfolio, ranked #26.

Alta Advisers first reported a position in CAT in Q3 2022 and has held it in 16 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Alta Advisers held 1,917 shares of Caterpillar worth $2.04M as of Q2 2026.
  • Alta Advisers bought 126 Caterpillar shares in Q2 2026, an estimated $111K.
  • Caterpillar made up 0.46% of Alta Advisers's portfolio in Q2 2026, its #26 holding.
  • Alta Advisers first reported a position in Caterpillar in Q3 2022 and has held it in 16 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Alta Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.