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Archer Investment Corporation’s Caterpillar CAT Stock Holding History

Archer Investment Corporation’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 		$799K Sell
750
-90
-11% -$79.1K 0.15% 119
2026
Q1 		$595K Sell
840
-352
-30% -$244K 0.13% 141
2025
Q4 		$683K Sell
1,192
-113
-9% -$62.8K 0.15% 121
2025
Q3 		$623K Sell
1,305
-1,008
-44% -$430K 0.14% 123
2025
Q2 		$898K Buy
2,313
+7
+0.3% +$2.33K 0.21% 93
2025
Q1 		$760K Buy
2,306
+1
+0% +$356 0.2% 99
2024
Q4 		$836K Hold
2,305
– – 0.22% 86
2024
Q3 		$901K Sell
2,305
-870
-27% -$300K 0.24% 85
2024
Q2 		$1.06M Buy
3,175
+320
+11% +$111K 0.31% 68
2024
Q1 		$1.05M Sell
2,855
-146
-5% -$46.7K 0.31% 67
2023
Q4 		$887K Sell
3,001
-93
-3% -$24.1K 0.29% 78
2023
Q3 		$845K Buy
3,094
+18
+0.6% +$4.88K 0.3% 77
2023
Q2 		$757K Buy
3,076
+21
+0.7% +$4.68K 0.27% 82
2023
Q1 		$729K Hold
3,055
– – 0.27% 85
2022
Q4 		$732K Sell
3,055
-214
-7% -$46.6K 0.28% 86
2022
Q3 		$536K Hold
3,269
– – 0.23% 108
2022
Q2 		$584K Buy
3,269
+101
+3% +$21.3K 0.24% 105
2022
Q1 		$701K Hold
3,168
– – 0.25% 98
2021
Q4 		$655K Buy
3,168
+216
+7% +$43.5K 0.22% 106
2021
Q3 		$567K Hold
2,952
– – 0.21% 116
2021
Q2 		$642K Sell
2,952
-20
-0.7% -$4.62K 0.25% 85
2021
Q1 		$689K Sell
2,972
-125
-4% -$25.9K 0.28% 78
2020
Q4 		$564K Hold
3,097
– – 0.27% 96
2020
Q3 		$462K Buy
3,097
+2,425
+361% +$341K 0.24% 98
2020
Q2 		$85K Buy
672
+150
+29% +$17.8K 0.05% 211
2020
Q1 		$61K Buy
522
+47
+10% +$6K 0.04% 225
2019
Q4 		$70K Hold
475
– – 0.04% 236
2019
Q3 		$60K Sell
475
-2,600
-85% -$330K 0.04% 224
2019
Q2 		$419K Buy
3,075
+200
+7% +$26.4K 0.27% 88
2019
Q1 		$390K Buy
2,875
+2,400
+505% +$319K 0.26% 94
2018
Q4 		$60K Buy
+475
New +$61.8K 0.05% 211

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Archer Investment Corporation's CAT Position: Q2 2026 in Review

Archer Investment Corporation reduced its Caterpillar (CAT) stake by 11% in Q2 2026, selling an estimated $79.1K and leaving 750 shares worth $799K. The position accounts for 0.15% of the portfolio, ranked #119.

Archer Investment Corporation first reported a position in CAT in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.06M in Q2 2024. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Archer Investment Corporation held 750 shares of Caterpillar worth $799K as of Q2 2026.
  • Archer Investment Corporation sold 90 Caterpillar shares in Q2 2026, an estimated $79.1K.
  • Caterpillar made up 0.15% of Archer Investment Corporation's portfolio in Q2 2026, its #119 holding.
  • Archer Investment Corporation first reported a position in Caterpillar in Q4 2018 and has held it in 31 quarters since.
  • Archer Investment Corporation's Caterpillar position peaked at $1.06M in Q2 2024.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Archer Investment Corporation's 13F filing for Q2 2026, filed 3 Aug 2026.