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Breakthru Advisory Services’s Caterpillar CAT Stock Holding History

Breakthru Advisory Services’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 		– Sell
-497
Closed -$352K – 24
2026
Q1 		$352K Sell
497
-53
-10% -$36.7K 0.56% 38
2025
Q4 		$315K Buy
550
+10
+2% +$5.56K 0.2% 47
2025
Q3 		$258K Buy
+540
New +$231K 0.17% 50

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

Breakthru Advisory Services's CAT Position: Q2 2026 in Review

Breakthru Advisory Services sold out of Caterpillar (CAT) in Q2 2026, closing a stake of 497 shares — an estimated $352K sold.

Breakthru Advisory Services first reported a position in CAT in Q3 2025 and held it in 3 quarters. The position peaked at $352K in Q1 2026. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Breakthru Advisory Services reported no remaining Caterpillar position as of Q2 2026 after selling out during the quarter.
  • Breakthru Advisory Services sold 497 Caterpillar shares in Q2 2026, an estimated $352K.
  • Breakthru Advisory Services first reported a position in Caterpillar in Q3 2025 and held it in 3 quarters.
  • Breakthru Advisory Services's Caterpillar position peaked at $352K in Q1 2026.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Breakthru Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.