AAG
CAT icon

Asset Advisory Group’s Caterpillar CAT Stock Holding History

Asset 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 		$2.19M Hold
2,055
– – 0.96% 29
2026
Q1 		$1.46M Buy
2,055
+1
+0% +$693 0.73% 34
2025
Q4 		$1.18M Buy
+2,054
New +$1.14M 0.59% 34

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

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

Asset Advisory Group held its Caterpillar (CAT) position steady in Q2 2026 at 2,055 shares worth $2.19M. The position accounts for 0.96% of the portfolio, ranked #29.

Asset Advisory Group first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Asset Advisory Group held 2,055 shares of Caterpillar worth $2.19M as of Q2 2026.
  • Asset Advisory Group left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.96% of Asset Advisory Group's portfolio in Q2 2026, its #29 holding.
  • Asset Advisory Group first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Asset Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.