Antonelli Financial Advisors’s Caterpillar CAT Stock Holding History

Antonelli Financial Advisors’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	$801K	Hold	752	–	–	0.55%	28
2026 Q1	$533K	Sell	752 -301	-29%	-$208K	0.37%	32
2025 Q4	$603K	Hold	1,053	–	–	0.4%	28
2025 Q3	$503K	Hold	1,053	–	–	0.34%	29
2025 Q2	$409K	Hold	1,053	–	–	0.3%	31
2025 Q1	$347K	Hold	1,053	–	–	0.28%	35
2024 Q4	$382K	Buy	+1,053	New	+$408K	0.32%	35

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Antonelli Financial Advisors's CAT Position: Q2 2026 in Review

Antonelli Financial Advisors held its Caterpillar (CAT) position steady in Q2 2026 at 752 shares worth $801K. The position accounts for 0.55% of the portfolio, ranked #28.

Antonelli Financial Advisors first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Antonelli Financial Advisors held 752 shares of Caterpillar worth $801K as of Q2 2026.
Antonelli Financial Advisors left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.55% of Antonelli Financial Advisors's portfolio in Q2 2026, its #28 holding.
Antonelli Financial Advisors first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Antonelli Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.