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Ashton Thomas Securities’s Caterpillar CAT Stock Holding History

Ashton Thomas Securities’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 		$2.44M Buy
2,316
+256
+12% +$225K 0.36% 58
2026
Q1 		$1.46M Buy
2,060
+1,411
+217% +$977K 0.18% 129
2025
Q4 		$372K Buy
649
+62
+11% +$34.5K 0.07% 201
2025
Q3 		$280K Buy
+587
New +$251K 0.04% 273
2025
Q2 		– Sell
-614
Closed -$202K – 287
2025
Q1 		$202K Sell
614
-41
-6% -$14.6K 0.06% 223
2024
Q4 		$240K Buy
655
+93
+17% +$36.1K 0.07% 202
2024
Q3 		$220K Buy
+562
New +$194K 0.04% 257

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ashton Thomas Securities's CAT Position: Q2 2026 in Review

Ashton Thomas Securities increased its Caterpillar (CAT) stake by 12% in Q2 2026, buying an estimated $225K and bringing the position to 2,316 shares worth $2.44M. The position accounts for 0.36% of the portfolio, ranked #58.

Ashton Thomas Securities first reported a position in CAT in Q3 2024 and has held it in 7 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Ashton Thomas Securities held 2,316 shares of Caterpillar worth $2.44M as of Q2 2026.
  • Ashton Thomas Securities bought 256 Caterpillar shares in Q2 2026, an estimated $225K.
  • Caterpillar made up 0.36% of Ashton Thomas Securities's portfolio in Q2 2026, its #58 holding.
  • Ashton Thomas Securities first reported a position in Caterpillar in Q3 2024 and has held it in 7 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Ashton Thomas Securities's 13F filing for Q2 2026, filed 27 Jul 2026.