Arkadios Wealth Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Other funds holding CAT
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.