Canvas Wealth Advisors’s Caterpillar CAT Stock Holding History

Canvas Wealth 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	$841K	Sell	790 -147	-16%	-$129K	0.12%	96
2026 Q1	$664K	Sell	937 -90	-9%	-$62.3K	0.11%	103
2025 Q4	$588K	Buy	1,027 +7	+0.7%	+$3.89K	0.1%	104
2025 Q3	$508K	Sell	1,020 -32	-3%	-$13.7K	0.09%	111
2025 Q2	$455K	Buy	1,052 +124	+13%	+$41.3K	0.09%	117
2025 Q1	$270K	Buy	928 +15	+2%	+$5.34K	0.07%	147
2024 Q4	$331K	Buy	913 +86	+10%	+$33.4K	0.08%	127
2024 Q3	$323K	Buy	+827	New	+$286K	0.09%	121
2022 Q2	–	Sell	-1,121	Closed	-$239K	–	131
2022 Q1	$239K	Sell	1,121 -14	-1%	-$2.94K	0.09%	125
2021 Q4	$235K	Buy	+1,135	New	+$229K	0.08%	123
2021 Q3	–	Sell	-955	Closed	-$208K	–	120
2021 Q2	$208K	Buy	955 +65	+7%	+$15K	0.09%	114
2021 Q1	$206K	Buy	+890	New	+$184K	0.12%	110

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

Canvas Wealth Advisors's CAT Position: Q2 2026 in Review

Canvas Wealth Advisors reduced its Caterpillar (CAT) stake by 16% in Q2 2026, selling an estimated $129K and leaving 790 shares worth $841K. The position accounts for 0.12% of the portfolio, ranked #96.

Canvas Wealth Advisors first reported a position in CAT in Q1 2021 and has held it in 12 quarters since. 736 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Canvas Wealth Advisors held 790 shares of Caterpillar worth $841K as of Q2 2026.
Canvas Wealth Advisors sold 147 Caterpillar shares in Q2 2026, an estimated $129K.
Caterpillar made up 0.12% of Canvas Wealth Advisors's portfolio in Q2 2026, its #96 holding.
Canvas Wealth Advisors first reported a position in Caterpillar in Q1 2021 and has held it in 12 quarters since.
736 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.