CFIA
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Cantor Fitzgerald Investment Advisors’s Caterpillar CAT Stock Holding History

Cantor Fitzgerald 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 		$1.29M Hold
1,215
– – 0.09% 123
2026
Q1 		$861K Buy
1,215
+115
+10% +$79.7K 0.06% 134
2025
Q4 		$630K Hold
1,100
– – 0.05% 145
2025
Q3 		$525K Hold
1,100
– – 0.04% 154
2025
Q2 		$427K Hold
1,100
– – 0.03% 158
2025
Q1 		$363K Hold
1,100
– – 0.03% 160
2024
Q4 		$399K Sell
1,100
-26
-2% -$10.1K 0.03% 158
2024
Q3 		$440K Buy
+1,126
New +$389K 0.03% 157

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

Cantor Fitzgerald Investment Advisors's CAT Position: Q2 2026 in Review

Cantor Fitzgerald Investment Advisors held its Caterpillar (CAT) position steady in Q2 2026 at 1,215 shares worth $1.29M. The position accounts for 0.09% of the portfolio, ranked #123.

Cantor Fitzgerald Investment Advisors first reported a position in CAT in Q3 2024 and has held it in 8 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Cantor Fitzgerald Investment Advisors held 1,215 shares of Caterpillar worth $1.29M as of Q2 2026.
  • Cantor Fitzgerald Investment Advisors left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.09% of Cantor Fitzgerald Investment Advisors's portfolio in Q2 2026, its #123 holding.
  • Cantor Fitzgerald Investment Advisors first reported a position in Caterpillar in Q3 2024 and has held it in 8 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Cantor Fitzgerald Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.