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Barnes Pettey Financial Advisors’s Caterpillar CAT Stock Holding History

Barnes Pettey Financial 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 		$713K Hold
670
– – 0.22% 84
2026
Q1 		$475K Hold
670
– – 0.21% 92
2025
Q4 		$384K Sell
670
-19
-3% -$10.6K 0.19% 96
2025
Q3 		$329K Buy
689
+39
+6% +$16.6K 0.18% 97
2025
Q2 		$252K Hold
650
– – 0.17% 91
2025
Q1 		$214K Hold
650
– – 0.17% 94
2024
Q4 		$236K Hold
650
– – 0.18% 86
2024
Q3 		$254K Hold
650
– – 0.2% 81
2024
Q2 		$217K Hold
650
– – 0.19% 91
2024
Q1 		$238K Buy
+650
New +$208K 0.21% 82

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

Barnes Pettey Financial Advisors's CAT Position: Q2 2026 in Review

Barnes Pettey Financial Advisors held its Caterpillar (CAT) position steady in Q2 2026 at 670 shares worth $713K. The position accounts for 0.22% of the portfolio, ranked #84.

Barnes Pettey Financial Advisors first reported a position in CAT in Q1 2024 and has held it in 10 quarters since. 1,988 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Barnes Pettey Financial Advisors held 670 shares of Caterpillar worth $713K as of Q2 2026.
  • Barnes Pettey Financial Advisors left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.22% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #84 holding.
  • Barnes Pettey Financial Advisors first reported a position in Caterpillar in Q1 2024 and has held it in 10 quarters since.
  • 1,988 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.