Arkadios Wealth Advisors’s Caterpillar CAT Stock Holding History

Arkadios Wealth 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	–	Sell	-800	Closed	-$567K	–	1781
2026 Q1	$567K	Hold	800	–	–	0.01%	1054
2025 Q4	$458K	Hold	800	–	–	0.01%	1056
2025 Q3	$382K	Hold	800	–	–	0.01%	1067
2025 Q2	$311K	Buy	+800	New	+$267K	0.01%	1039

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

Arkadios Wealth Advisors's CAT Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Caterpillar (CAT) stake by 14% in Q2 2026, selling an estimated $2.97M and leaving 20,184 shares worth $21.5M. The position accounts for 0.33% of the portfolio, ranked #59.

Arkadios Wealth Advisors first reported a position in CAT in Q4 2019 and has held it in 27 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Arkadios Wealth Advisors held 20,184 shares of Caterpillar worth $21.5M as of Q2 2026.
Arkadios Wealth Advisors sold 3,378 Caterpillar shares in Q2 2026, an estimated $2.97M.
Caterpillar made up 0.33% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #59 holding.
Arkadios Wealth Advisors first reported a position in Caterpillar in Q4 2019 and has held it in 27 quarters since.
4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.