CA
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Cambridge Advisors’s Caterpillar CAT Stock Holding History

Cambridge 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 		$6.75M Sell
6,337
-240
-4% -$211K 1.16% 21
2026
Q1 		$4.66M Sell
6,577
-531
-7% -$368K 0.9% 22
2025
Q4 		$4.07M Sell
7,108
-83
-1% -$46.1K 0.78% 22
2025
Q3 		$3.43M Sell
7,191
-493
-6% -$210K 0.67% 25
2025
Q2 		$2.98M Sell
7,684
-1,680
-18% -$560K 0.62% 27
2025
Q1 		$3.09M Hold
9,364
– – 0.68% 24
2024
Q4 		$3.4M Sell
9,364
-60
-0.6% -$23.3K 0.76% 22
2024
Q3 		$3.69M Sell
9,424
-101
-1% -$34.9K 0.81% 21
2024
Q2 		$3.17M Sell
9,525
-21
-0.2% -$7.28K 0.74% 22
2024
Q1 		$3.5M Sell
9,546
-969
-9% -$310K 0.82% 21
2023
Q4 		$3.11M Sell
10,515
-80
-0.8% -$20.8K 0.78% 22
2023
Q3 		$2.89M Sell
10,595
-665
-6% -$180K 0.78% 23
2023
Q2 		$2.77M Sell
11,260
-863
-7% -$192K 0.71% 23
2023
Q1 		$2.77M Buy
12,123
+130
+1% +$31.4K 0.71% 23
2022
Q4 		$2.87M Sell
11,993
-345
-3% -$75.1K 0.77% 23
2022
Q3 		$2.02M Buy
12,338
+164
+1% +$30K 0.58% 27
2022
Q2 		$2.18M Sell
12,174
-193
-2% -$40.7K 0.59% 27
2022
Q1 		$2.76M Buy
12,367
+374
+3% +$78.4K 0.66% 25
2021
Q4 		$2.48M Sell
11,993
-155
-1% -$31.2K 0.56% 27
2021
Q3 		$2.33M Buy
12,148
+29
+0.2% +$6.04K 0.57% 26
2021
Q2 		$2.64M Sell
12,119
-319
-3% -$73.7K 0.64% 26
2021
Q1 		$2.88M Sell
12,438
-64
-0.5% -$13.2K 0.74% 24
2020
Q4 		$2.28M Sell
12,502
-205
-2% -$34.8K 0.61% 27
2020
Q3 		$1.9M Buy
12,707
+1
+0% +$140 0.56% 29
2020
Q2 		$1.61M Sell
12,706
-49
-0.4% -$5.81K 0.5% 31
2020
Q1 		$1.48M Buy
12,755
+160
+1% +$20.4K 0.54% 31
2019
Q4 		$1.86M Sell
12,595
-91
-0.7% -$12.7K 0.57% 29
2019
Q3 		$1.6M Sell
12,686
-169
-1% -$21.5K 0.53% 28
2019
Q2 		$1.75M Sell
12,855
-57
-0.4% -$7.53K 0.58% 28
2019
Q1 		$1.75M Sell
12,912
-338
-3% -$44.9K 0.6% 28
2018
Q4 		$1.68M Sell
13,250
-18
-0.1% -$2.34K 0.63% 26
2018
Q3 		$2.02M Buy
13,268
+7
+0.1% +$990 0.68% 25
2018
Q2 		$1.8M Buy
13,261
+5
+0% +$747 0.64% 29
2018
Q1 		$1.95M Buy
13,256
+301
+2% +$47.5K 0.7% 25
2017
Q4 		$2.04M Buy
12,955
+6
+0% +$832 0.74% 23
2017
Q3 		$1.61M Buy
12,949
+7
+0.1% +$806 0.62% 29
2017
Q2 		$1.39M Sell
12,942
-192
-1% -$19.5K 0.56% 35
2017
Q1 		$1.22M Sell
13,134
-42
-0.3% -$3.98K 0.5% 41
2016
Q4 		$1.22M Sell
13,176
-3,591
-21% -$325K 0.54% 40
2016
Q3 		$1.49M Buy
16,767
+259
+2% +$21.2K 0.66% 32
2016
Q2 		$1.25M Sell
16,508
-39
-0.2% -$2.92K 0.57% 40
2016
Q1 		$1.27M Buy
16,547
+1,112
+7% +$74.6K 0.59% 38
2015
Q4 		$1.05M Sell
15,435
-620
-4% -$43.3K 0.59% 41
2015
Q3 		$1.05M Buy
16,055
+2,625
+20% +$201K 0.62% 41
2015
Q2 		$1.14M Sell
13,430
-75
-0.6% -$6.45K 0.64% 38
2015
Q1 		$1.08M Sell
13,505
-550
-4% -$45.7K 0.63% 41
2014
Q4 		$1.29M Buy
+14,055
New +$1.37M 0.79% 35

Other funds holding CAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Cambridge Advisors's CAT Position: Q2 2026 in Review

Cambridge Advisors reduced its Caterpillar (CAT) stake by 3.6% in Q2 2026, selling an estimated $211K and leaving 6,337 shares worth $6.75M. The position accounts for 1.16% of the portfolio, ranked #21.

Cambridge Advisors first reported a position in CAT in Q4 2014 and has held it in 47 quarters since. 736 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Cambridge Advisors held 6,337 shares of Caterpillar worth $6.75M as of Q2 2026.
  • Cambridge Advisors sold 240 Caterpillar shares in Q2 2026, an estimated $211K.
  • Caterpillar made up 1.16% of Cambridge Advisors's portfolio in Q2 2026, its #21 holding.
  • Cambridge Advisors first reported a position in Caterpillar in Q4 2014 and has held it in 47 quarters since.
  • 736 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Cambridge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.