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Armstrong Advisory Group’s Caterpillar CAT Stock Holding History

Armstrong Advisory Group’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
Q3 		$1.64M Buy
2,028
+84
+4% +$71.2K 0.1% 63
2026
Q2 		$2.07M Sell
1,944
-116
-6% -$102K 0.13% 59
2026
Q1 		$1.46M Buy
2,060
+20
+1% +$13.9K 0.1% 71
2025
Q4 		$1.17M Sell
2,040
-277
-12% -$154K 0.08% 75
2025
Q3 		$1.11M Sell
2,317
-67
-3% -$28.6K 0.08% 73
2025
Q2 		$925K Sell
2,384
-52
-2% -$17.3K 0.07% 78
2025
Q1 		$884K Hold
2,436
– – 0.07% 72
2024
Q4 		$884K Hold
2,436
– – 0.07% 72
2024
Q3 		$953K Sell
2,436
-94
-4% -$32.5K 0.08% 64
2024
Q2 		$843K Sell
2,530
-8
-0.3% -$2.77K 0.07% 67
2024
Q1 		$750K Hold
2,538
– – 0.07% 68
2023
Q4 		$750K Hold
2,538
– – 0.07% 68
2023
Q3 		$693K Buy
2,538
+17
+0.7% +$4.61K 0.08% 68
2023
Q2 		$620K Sell
2,521
-3
-0.1% -$669 0.07% 76
2023
Q1 		$578K Sell
2,524
-100
-4% -$24.2K 0.07% 78
2022
Q4 		$629K Buy
+2,624
New +$571K 0.08% 78

Other funds holding CAT

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Armstrong Advisory Group's CAT Position: Q3 2026 in Review

Armstrong Advisory Group increased its Caterpillar (CAT) stake by 4.3% in Q3 2026, buying an estimated $71.2K and bringing the position to 2,028 shares worth $1.64M. The position accounts for 0.1% of the portfolio, ranked #63.

Armstrong Advisory Group first reported a position in CAT in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.07M in Q2 2026. 214 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Armstrong Advisory Group held 2,028 shares of Caterpillar worth $1.64M as of Q3 2026.
  • Armstrong Advisory Group bought 84 Caterpillar shares in Q3 2026, an estimated $71.2K.
  • Caterpillar made up 0.1% of Armstrong Advisory Group's portfolio in Q3 2026, its #63 holding.
  • Armstrong Advisory Group first reported a position in Caterpillar in Q4 2022 and has held it in 16 quarters since.
  • Armstrong Advisory Group's Caterpillar position peaked at $2.07M in Q2 2026.
  • 214 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.