CCA
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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
2023
Q2 		– Hold
0
– -$1.14M – 137
2023
Q1 		– Hold
0
– – – 39
2022
Q4 		– Hold
0
– – – 21

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

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.