Arbor Investment Advisors’s Caterpillar CAT Stock Holding History

Arbor Investment 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	$1.08M	Sell	1,013 -1	-0.1%	-$878	0.12%	50
2026 Q1	$718K	Hold	1,014	–	–	0.09%	50
2025 Q4	$581K	Sell	1,014 -3	-0.3%	-$1.67K	0.08%	56
2025 Q3	$485K	Hold	1,017	–	–	0.06%	76
2025 Q2	$395K	Sell	1,017 -3	-0.3%	-$1K	0.05%	69
2025 Q1	$336K	Buy	1,020 +375	+58%	+$134K	0.05%	70
2024 Q4	$234K	Hold	645	–	–	0.03%	98
2024 Q3	$252K	Hold	645	–	–	0.03%	99
2024 Q2	$215K	Hold	645	–	–	0.03%	96
2024 Q1	$236K	Buy	+645	New	+$206K	0.03%	104

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

Arbor Investment Advisors's CAT Position: Q2 2026 in Review

Arbor Investment Advisors reduced its Caterpillar (CAT) stake by 0.1% in Q2 2026, selling an estimated $878 and leaving 1,013 shares worth $1.08M. The position accounts for 0.12% of the portfolio, ranked #50.

Arbor Investment Advisors first reported a position in CAT in Q1 2024 and has held it in 10 quarters since. 1,506 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Arbor Investment Advisors held 1,013 shares of Caterpillar worth $1.08M as of Q2 2026.
Arbor Investment Advisors sold 1 Caterpillar share in Q2 2026, an estimated $878.
Caterpillar made up 0.12% of Arbor Investment Advisors's portfolio in Q2 2026, its #50 holding.
Arbor Investment Advisors first reported a position in Caterpillar in Q1 2024 and has held it in 10 quarters since.
1,506 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Arbor Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.