Cadent Capital Advisors’s Caterpillar CAT Stock Holding History

Cadent Capital 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	$2.35M	Buy	2,207 +1,787	+425%	+$1.57M	0.48%	55
2026 Q1	$297K	Buy	+420	New	+$291K	0.08%	147
2025 Q3	–	Sell	-2,870	Closed	-$1.11M	–	198
2025 Q2	$1.11M	Sell	2,870 -369	-11%	-$123K	0.36%	62
2025 Q1	$1.07M	Buy	3,239 +524	+19%	+$187K	0.38%	49
2024 Q4	$985K	Sell	2,715 -33	-1%	-$12.8K	0.34%	57
2024 Q3	$1.07M	Buy	+2,748	New	+$949K	0.33%	54
2023 Q2	–	Sell	-35	Closed	-$7.91K	–	136
2023 Q1	$7.91K	Buy	35 +1	+3%	+$242	﹤0.01%	139
2022 Q4	$8.24K	Buy	+34	New	+$7.4K	﹤0.01%	127

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cadent Capital Advisors's CAT Position: Q2 2026 in Review

Cadent Capital Advisors increased its Caterpillar (CAT) stake by 425% in Q2 2026, buying an estimated $1.57M and bringing the position to 2,207 shares worth $2.35M. The position accounts for 0.48% of the portfolio, ranked #55.

Cadent Capital Advisors first reported a position in CAT in Q4 2022 and has held it in 8 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Cadent Capital Advisors held 2,207 shares of Caterpillar worth $2.35M as of Q2 2026.
Cadent Capital Advisors bought 1,787 Caterpillar shares in Q2 2026, an estimated $1.57M.
Caterpillar made up 0.48% of Cadent Capital Advisors's portfolio in Q2 2026, its #55 holding.
Cadent Capital Advisors first reported a position in Caterpillar in Q4 2022 and has held it in 8 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Cadent Capital Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.