Cannon Advisors’s Caterpillar CAT Stock Holding History

Cannon 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	$3.25M	Sell	3,480 -4,212	-55%	-$3.7M	1.98%	17
2026 Q1	$5.45M	Buy	7,692 +41	+0.5%	+$28.4K	4.04%	7
2025 Q4	$4.89M	Sell	7,651 -924	-11%	-$514K	3.45%	8
2025 Q3	$4.46M	Sell	8,575 -216	-2%	-$92.2K	3%	8
2025 Q2	$3.41M	Sell	8,791 -141	-2%	-$47K	2.75%	12
2025 Q1	$2.95M	Sell	8,932 -283	-3%	-$101K	2.71%	13
2024 Q4	$3.34M	Sell	9,215 -261	-3%	-$101K	2.84%	13
2024 Q3	$3.71M	Buy	+9,476	New	+$3.27M	3.03%	9

Other funds holding CAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 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

Cannon Advisors's CAT Position: Q2 2026 in Review

Cannon Advisors reduced its Caterpillar (CAT) stake by 55% in Q2 2026, selling an estimated $3.7M and leaving 3,480 shares worth $3.25M. The position accounts for 1.98% of the portfolio, ranked #17.

Cannon Advisors first reported a position in CAT in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.45M in Q1 2026. 736 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Cannon Advisors held 3,480 shares of Caterpillar worth $3.25M as of Q2 2026.
Cannon Advisors sold 4,212 Caterpillar shares in Q2 2026, an estimated $3.7M.
Caterpillar made up 1.98% of Cannon Advisors's portfolio in Q2 2026, its #17 holding.
Cannon Advisors first reported a position in Caterpillar in Q3 2024 and has held it in 8 quarters since.
Cannon Advisors's Caterpillar position peaked at $5.45M in Q1 2026.
736 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Cannon Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.