Ameritas Advisory Services’s Caterpillar CAT Stock Holding History

Ameritas Advisory Services’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	$26.7M	Buy	25,083 +12,085	+93%	+$10.6M	0.54%	42
2026 Q1	$9.21M	Sell	12,998 -474	-4%	-$328K	0.36%	70
2025 Q4	$7.72M	Buy	13,472 +2,481	+23%	+$1.38M	0.29%	81
2025 Q3	$5.24M	Sell	10,991 -429	-4%	-$183K	0.34%	58
2025 Q2	$4.43M	Sell	11,420 -11,491	-50%	-$3.83M	0.23%	91
2025 Q1	$7.87M	Buy	22,911 +4,722	+26%	+$1.68M	0.32%	61
2024 Q4	$6.6M	Buy	18,189 +1,727	+10%	+$670K	0.23%	86
2024 Q3	$6.44M	Sell	16,462 -1,877	-10%	-$648K	0.28%	80
2024 Q2	$6.11M	Buy	18,339 +319	+2%	+$111K	0.23%	88
2024 Q1	$6.28M	Sell	18,020 -674	-4%	-$215K	0.26%	80
2023 Q4	$5.81M	Buy	18,694 +632	+3%	+$164K	0.32%	68
2023 Q3	$4.79M	Buy	18,062 +7,299	+68%	+$1.98M	0.24%	88
2023 Q2	$2.64M	Sell	10,763 -7,016	-39%	-$1.56M	0.34%	62
2023 Q1	$4.03M	Sell	17,779 -12,259	-41%	-$2.96M	0.2%	97
2022 Q4	$7.2M	Buy	30,038 +11,904	+66%	+$2.59M	0.33%	64
2022 Q3	$2.98M	Sell	18,134 -530	-3%	-$96.8K	0.18%	118
2022 Q2	$3.34M	Sell	18,664 -77	-0.4%	-$16.2K	0.19%	116
2022 Q1	$4.18M	Sell	18,741 -643	-3%	-$135K	0.15%	102
2021 Q4	$4.01M	Buy	+19,384	New	+$3.9M	0.15%	115

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Ameritas Advisory Services's CAT Position: Q2 2026 in Review

Ameritas Advisory Services increased its Caterpillar (CAT) stake by 93% in Q2 2026, buying an estimated $10.6M and bringing the position to 25,083 shares worth $26.7M. The position accounts for 0.54% of the portfolio, ranked #42.

Ameritas Advisory Services first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Ameritas Advisory Services held 25,083 shares of Caterpillar worth $26.7M as of Q2 2026.
Ameritas Advisory Services bought 12,085 Caterpillar shares in Q2 2026, an estimated $10.6M.
Caterpillar made up 0.54% of Ameritas Advisory Services's portfolio in Q2 2026, its #42 holding.
Ameritas Advisory Services first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.