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 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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Armstrong Advisory Group's CAT Position: Q2 2026 in Review

Armstrong Advisory Group reduced its Caterpillar (CAT) stake by 5.6% in Q2 2026, selling an estimated $102K and leaving 1,944 shares worth $2.07M. The position accounts for 0.13% of the portfolio, ranked #59.

Armstrong Advisory Group first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Armstrong Advisory Group held 1,944 shares of Caterpillar worth $2.07M as of Q2 2026.
Armstrong Advisory Group sold 116 Caterpillar shares in Q2 2026, an estimated $102K.
Caterpillar made up 0.13% of Armstrong Advisory Group's portfolio in Q2 2026, its #59 holding.
Armstrong Advisory Group first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.