Capital Advantage’s Caterpillar CAT Stock Holding History

Capital Advantage’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	$2.07M	Sell	1,942 -338	-15%	-$297K	0.25%	49
2026 Q1	$1.62M	Hold	2,280	–	–	0.21%	51
2025 Q4	$1.31M	Buy	2,280 +12	+0.5%	+$6.67K	0.18%	54
2025 Q3	$1.08M	Buy	2,268 +4	+0.2%	+$1.71K	0.16%	57
2025 Q2	$879K	Sell	2,264 -107	-5%	-$35.7K	0.14%	66
2025 Q1	$860K	Hold	2,371	–	–	0.16%	60
2024 Q4	$860K	Buy	+2,371	New	+$920K	0.16%	60
2021 Q2	–	Sell	-1,563	Closed	-$362K	–	60
2021 Q1	$362K	Buy	1,563 +122	+8%	+$25.3K	0.1%	79
2020 Q4	$265K	Buy	+1,441	New	+$244K	0.08%	89

Other funds holding CAT

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

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

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return