American Capital Advisory’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Other funds holding CAT
American Capital Advisory's CAT Position: Q2 2026 in Review
American Capital Advisory reduced its Caterpillar (CAT) stake by 58% in Q2 2026, selling an estimated $71.2K and leaving 59 shares worth $63.2K. The position accounts for 0.02% of the portfolio, ranked #190.
American Capital Advisory first reported a position in CAT in Q4 2023 and has held it in 10 quarters since. The position peaked at $388K in Q3 2025. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- American Capital Advisory held 59 shares of Caterpillar worth $63.2K as of Q2 2026.
- American Capital Advisory sold 81 Caterpillar shares in Q2 2026, an estimated $71.2K.
- Caterpillar made up 0.02% of American Capital Advisory's portfolio in Q2 2026, its #190 holding.
- American Capital Advisory first reported a position in Caterpillar in Q4 2023 and has held it in 10 quarters since.
- American Capital Advisory's Caterpillar position peaked at $388K in Q3 2025.
- 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.