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BlueSky Wealth Advisors’s Caterpillar CAT Stock Holding History

BlueSky Wealth 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 		$1.73M Sell
1,629
-33
-2% -$29K 0.2% 49
2026
Q1 		$1.18M Buy
1,662
+58
+4% +$40.2K 0.15% 53
2025
Q4 		$919K Sell
1,604
-218
-12% -$121K 0.12% 45
2025
Q3 		$869K Sell
1,822
-68
-4% -$29K 0.12% 46
2025
Q2 		$734K Sell
1,890
-52
-3% -$17.3K 0.11% 49
2025
Q1 		$640K Hold
1,942
– – 0.1% 49
2024
Q4 		$704K Hold
1,942
– – 0.11% 50
2024
Q3 		$760K Sell
1,942
-852
-30% -$294K 0.12% 47
2024
Q2 		$931K Buy
2,794
+288
+11% +$99.9K 0.16% 43
2024
Q1 		$918K Buy
2,506
+91
+4% +$29.1K 0.72% 19
2023
Q4 		$714K Sell
2,415
-134
-5% -$34.8K 0.13% 43
2023
Q3 		$696K Hold
2,549
– – 0.14% 44
2023
Q2 		$627K Buy
2,549
+477
+23% +$106K 0.13% 43
2023
Q1 		$474K Sell
2,072
-8
-0.4% -$1.93K 0.1% 48
2022
Q4 		$498K Sell
2,080
-426
-17% -$92.7K 0.11% 45
2022
Q3 		$411K Buy
2,506
+516
+26% +$94.3K 0.1% 47
2022
Q2 		$356K Hold
1,990
– – 0.08% 53
2022
Q1 		$443K Buy
1,990
+70
+4% +$14.7K 0.09% 51
2021
Q4 		$397K Hold
1,920
– – 0.07% 51
2021
Q3 		$369K Hold
1,920
– – 0.07% 49
2021
Q2 		$417K Buy
1,920
+120
+7% +$27.7K 0.08% 46
2021
Q1 		$416K Hold
1,800
– – 0.09% 43
2020
Q4 		$328K Hold
1,800
– – 0.08% 40
2020
Q3 		$292K Hold
1,800
– – 0.08% 41
2020
Q2 		$228K Sell
1,800
-10
-0.6% -$1.19K 0.07% 47
2020
Q1 		$210K Buy
1,810
+10
+0.6% +$1.28K 0.08% 48
2019
Q4 		$265K Hold
1,800
– – 0.09% 56
2019
Q3 		$215K Hold
1,800
– – 0.07% 60
2019
Q2 		$245K Hold
1,800
– – 0.09% 58
2019
Q1 		$245K Hold
1,800
– – 0.09% 55
2018
Q4 		$237K Buy
+1,800
New +$234K 0.09% 54

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

BlueSky Wealth Advisors's CAT Position: Q2 2026 in Review

BlueSky Wealth Advisors reduced its Caterpillar (CAT) stake by 2% in Q2 2026, selling an estimated $29K and leaving 1,629 shares worth $1.73M. The position accounts for 0.2% of the portfolio, ranked #49.

BlueSky Wealth Advisors first reported a position in CAT in Q4 2018 and has held it in 31 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • BlueSky Wealth Advisors held 1,629 shares of Caterpillar worth $1.73M as of Q2 2026.
  • BlueSky Wealth Advisors sold 33 Caterpillar shares in Q2 2026, an estimated $29K.
  • Caterpillar made up 0.2% of BlueSky Wealth Advisors's portfolio in Q2 2026, its #49 holding.
  • BlueSky Wealth Advisors first reported a position in Caterpillar in Q4 2018 and has held it in 31 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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