Cape Investment Advisory’s Caterpillar CAT Stock Holding History

Cape Investment Advisory’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	$441K	Buy	414 +8	+2%	+$7.03K	0.12%	138
2026 Q1	$288K	Sell	406 -99	-20%	-$68.6K	0.1%	181
2025 Q4	$289K	Buy	505 +368	+269%	+$205K	0.09%	175
2025 Q3	$65.4K	Sell	137 -315	-70%	-$134K	0.06%	198
2025 Q2	$175K	Buy	452 +4	+0.9%	+$1.33K	0.06%	198
2025 Q1	$148K	Sell	448 -23	-5%	-$8.19K	0.06%	206
2024 Q4	$171K	Buy	471 +28	+6%	+$10.9K	0.07%	182
2024 Q3	$173K	Hold	443	–	–	0.07%	182
2024 Q2	$148K	Hold	443	–	–	0.07%	183
2024 Q1	$162K	Hold	443	–	–	0.08%	165
2023 Q4	$131K	Sell	443 -103	-19%	-$26.7K	0.06%	187
2023 Q3	$149K	Buy	546 +1	+0.2%	+$271	0.08%	167
2023 Q2	$134K	Buy	545 +3	+0.6%	+$669	0.07%	177
2023 Q1	$124K	Buy	+542	New	+$131K	0.08%	173

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cape Investment Advisory's CAT Position: Q2 2026 in Review

Cape Investment Advisory increased its Caterpillar (CAT) stake by 2% in Q2 2026, buying an estimated $7.03K and bringing the position to 414 shares worth $441K. The position accounts for 0.12% of the portfolio, ranked #138.

Cape Investment Advisory first reported a position in CAT in Q1 2023 and has held it in 14 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Cape Investment Advisory held 414 shares of Caterpillar worth $441K as of Q2 2026.
Cape Investment Advisory bought 8 Caterpillar shares in Q2 2026, an estimated $7.03K.
Caterpillar made up 0.12% of Cape Investment Advisory's portfolio in Q2 2026, its #138 holding.
Cape Investment Advisory first reported a position in Caterpillar in Q1 2023 and has held it in 14 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.