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Astoria Portfolio Advisors’s Caterpillar CAT Stock Holding History

Astoria Portfolio Advisors’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 		$2.26M Buy
2,122
+283
+15% +$249K 0.38% 43
2026
Q1 		$1.52M Buy
1,839
+42
+2% +$29.1K 0.32% 46
2025
Q4 		$1.36M Buy
1,797
+254
+16% +$141K 0.31% 52
2025
Q3 		$775K Sell
1,543
-1,615
-51% -$689K 0.2% 84
2025
Q2 		$1.36M Sell
3,158
-119
-4% -$39.7K 0.38% 46
2025
Q1 		$969K Sell
3,277
-191
-6% -$68K 0.33% 76
2024
Q4 		$1.29M Buy
3,468
+402
+13% +$156K 0.46% 44
2024
Q3 		$1.23M Buy
3,066
+309
+11% +$107K 0.42% 43
2024
Q2 		$918K Buy
2,757
+97
+4% +$33.6K 0.33% 54
2024
Q1 		$968K Sell
2,660
-31
-1% -$9.91K 0.37% 51
2023
Q4 		$869K Buy
2,691
+181
+7% +$47K 0.35% 50
2023
Q3 		$609K Sell
2,510
-121
-5% -$32.8K 0.29% 69
2023
Q2 		$673K Buy
2,631
+330
+14% +$73.6K 0.26% 71
2023
Q1 		$500K Buy
2,301
+548
+31% +$132K 0.21% 87
2022
Q4 		$438K Sell
1,753
-201
-10% -$43.8K 0.21% 95
2022
Q3 		$321K Buy
1,954
+568
+41% +$104K 0.22% 104
2022
Q2 		$248K Buy
1,386
+270
+24% +$56.9K 0.18% 132
2022
Q1 		$249K Buy
+1,116
New +$234K 0.19% 104

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Astoria Portfolio Advisors's CAT Position: Q2 2026 in Review

Astoria Portfolio Advisors increased its Caterpillar (CAT) stake by 15% in Q2 2026, buying an estimated $249K and bringing the position to 2,122 shares worth $2.26M. The position accounts for 0.38% of the portfolio, ranked #43.

Astoria Portfolio Advisors first reported a position in CAT in Q1 2022 and has held it in 18 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Astoria Portfolio Advisors held 2,122 shares of Caterpillar worth $2.26M as of Q2 2026.
  • Astoria Portfolio Advisors bought 283 Caterpillar shares in Q2 2026, an estimated $249K.
  • Caterpillar made up 0.38% of Astoria Portfolio Advisors's portfolio in Q2 2026, its #43 holding.
  • Astoria Portfolio Advisors first reported a position in Caterpillar in Q1 2022 and has held it in 18 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Astoria Portfolio Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.