CIA
CAT icon

Caerus Investment Advisors’s Caterpillar CAT Stock Holding History

Caerus Investment 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 		$690K Buy
648
+70
+12% +$61.5K 0.23% 81
2026
Q1 		$409K Buy
578
+2
+0.3% +$1.39K 0.17% 123
2025
Q4 		$330K Buy
+576
New +$320K 0.11% 204

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Caerus Investment Advisors's CAT Position: Q2 2026 in Review

Caerus Investment Advisors increased its Caterpillar (CAT) stake by 12% in Q2 2026, buying an estimated $61.5K and bringing the position to 648 shares worth $690K. The position accounts for 0.23% of the portfolio, ranked #81.

Caerus Investment Advisors first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 4,058 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Caerus Investment Advisors held 648 shares of Caterpillar worth $690K as of Q2 2026.
  • Caerus Investment Advisors bought 70 Caterpillar shares in Q2 2026, an estimated $61.5K.
  • Caterpillar made up 0.23% of Caerus Investment Advisors's portfolio in Q2 2026, its #81 holding.
  • Caerus Investment Advisors first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 4,058 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.