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ARS Wealth Advisors Group’s Caterpillar CAT Stock Holding History

ARS Wealth Advisors 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 		$5.43M Buy
5,097
+51
+1% +$44.8K 0.42% 46
2026
Q1 		$3.57M Buy
5,046
+5
+0.1% +$3.46K 0.3% 50
2025
Q4 		$2.89M Sell
5,041
-201
-4% -$112K 0.26% 51
2025
Q3 		$2.5M Buy
5,242
+28
+0.5% +$12K 0.25% 54
2025
Q2 		$2.02M Sell
5,214
-360
-6% -$120K 0.23% 56
2025
Q1 		$1.84M Sell
5,574
-166
-3% -$59.1K 0.26% 50
2024
Q4 		$2.08M Buy
5,740
+8
+0.1% +$3.1K 0.29% 46
2024
Q3 		$2.24M Buy
5,732
+452
+9% +$156K 0.28% 48
2024
Q2 		$1.76M Buy
5,280
+1
+0% +$347 0.23% 53
2024
Q1 		$1.93M Sell
5,279
-11
-0.2% -$3.52K 0.26% 52
2023
Q4 		$1.56M Sell
5,290
-1,591
-23% -$413K 0.23% 50
2023
Q3 		$1.88M Sell
6,881
-1,150
-14% -$312K 0.31% 53
2023
Q2 		$1.98M Sell
8,031
-3,084
-28% -$688K 0.31% 52
2023
Q1 		$2.54M Sell
11,115
-14,036
-56% -$3.39M 0.47% 46
2022
Q4 		$6.03M Sell
25,151
-1,925
-7% -$419K 0.99% 37
2022
Q3 		$4.44M Buy
27,076
+1,147
+4% +$210K 0.68% 49
2022
Q2 		$4.63M Buy
25,929
+24,829
+2,257% +$5.23M 0.64% 55
2022
Q1 		$245K Sell
1,100
-5
-0.5% -$1.05K 0.04% 114
2021
Q4 		$228K Buy
1,105
+60
+6% +$12.1K 0.04% 131
2021
Q3 		$201K Buy
+1,045
New +$218K 0.04% 131

Other funds holding CAT

ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Asset Management One
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

ARS Wealth Advisors Group's CAT Position: Q2 2026 in Review

ARS Wealth Advisors Group increased its Caterpillar (CAT) stake by 1% in Q2 2026, buying an estimated $44.8K and bringing the position to 5,097 shares worth $5.43M. The position accounts for 0.42% of the portfolio, ranked #46.

ARS Wealth Advisors Group first reported a position in CAT in Q3 2021 and has held it in 20 quarters since. The position peaked at $6.03M in Q4 2022. 1,661 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • ARS Wealth Advisors Group held 5,097 shares of Caterpillar worth $5.43M as of Q2 2026.
  • ARS Wealth Advisors Group bought 51 Caterpillar shares in Q2 2026, an estimated $44.8K.
  • Caterpillar made up 0.42% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #46 holding.
  • ARS Wealth Advisors Group first reported a position in Caterpillar in Q3 2021 and has held it in 20 quarters since.
  • ARS Wealth Advisors Group's Caterpillar position peaked at $6.03M in Q4 2022.
  • 1,661 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.