CAI
CAT icon

Capital Advisors Inc’s Caterpillar CAT Stock Holding History

Capital Advisors Inc’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 		$4.92M Buy
4,618
+244
+6% +$214K 0.07% 108
2026
Q1 		$3.1M Buy
4,374
+663
+18% +$459K 0.05% 114
2025
Q4 		$2.13M Buy
3,711
+467
+14% +$260K 0.03% 128
2025
Q3 		$1.55M Buy
3,244
+35
+1% +$14.9K 0.03% 133
2025
Q2 		$1.25M Sell
3,209
-466
-13% -$155K 0.02% 138
2025
Q1 		$1.21M Buy
3,675
+702
+24% +$250K 0.02% 133
2024
Q4 		$1.08M Buy
2,973
+65
+2% +$25.2K 0.02% 133
2024
Q3 		$1.14M Sell
2,908
-126
-4% -$43.5K 0.02% 138
2024
Q2 		$1.01M Buy
3,034
+249
+9% +$86.3K 0.02% 145
2024
Q1 		$1.02M Buy
2,785
+207
+8% +$66.2K 0.02% 148
2023
Q4 		$762K Sell
2,578
-478
-16% -$124K 0.02% 173
2023
Q3 		$834K Buy
3,056
+505
+20% +$137K 0.02% 143
2023
Q2 		$628K Buy
2,551
+270
+12% +$60.2K 0.02% 161
2023
Q1 		$522K Buy
2,281
+239
+12% +$57.8K 0.01% 169
2022
Q4 		$489K Sell
2,042
-496
-20% -$108K 0.01% 174
2022
Q3 		$452K Buy
2,538
+356
+16% +$65K 0.01% 172
2022
Q2 		$390K Buy
2,182
+263
+14% +$55.4K 0.01% 180
2022
Q1 		$428K Buy
1,919
+241
+14% +$50.5K 0.01% 180
2021
Q4 		$347K Buy
1,678
+115
+7% +$23.2K 0.01% 198
2021
Q3 		$300K Buy
1,563
+41
+3% +$8.54K 0.01% 195
2021
Q2 		$331K Buy
1,522
+309
+25% +$71.4K 0.01% 189
2021
Q1 		$281K Buy
1,213
+50
+4% +$10.4K 0.01% 196
2020
Q4 		$212K Sell
1,163
-2,721
-70% -$461K 0.01% 195
2020
Q3 		$579K Buy
3,884
+42
+1% +$5.9K 0.02% 122
2020
Q2 		$516K Sell
3,842
-173,558
-98% -$20.6M 0.02% 125
2020
Q1 		$20.6M Buy
177,400
+76,172
+75% +$9.73M 1.12% 28
2019
Q4 		$14.9M Buy
101,228
+15,707
+18% +$2.19M 0.65% 56
2019
Q3 		$11.7M Hold
85,521
– – 0.58% 58
2019
Q2 		$11.7M Buy
85,521
+82,825
+3,072% +$10.9M 0.58% 58
2019
Q1 		$365K Sell
2,696
-883
-25% -$117K 0.04% 108
2018
Q4 		$455K Buy
3,579
+817
+30% +$106K 0.03% 135
2018
Q3 		$421K Hold
2,762
– – 0.03% 139
2018
Q2 		$375K Hold
2,762
– – 0.02% 143
2018
Q1 		$407K Sell
2,762
-98
-3% -$15.5K 0.02% 146
2017
Q4 		$451K Buy
2,860
+100
+4% +$13.9K 0.03% 149
2017
Q3 		$344K Sell
2,760
-100
-3% -$11.5K 0.02% 149
2017
Q2 		$307K Hold
2,860
– – 0.02% 158
2017
Q1 		$265K Hold
2,860
– – 0.02% 164
2016
Q4 		$265K Sell
2,860
-230
-7% -$20.8K 0.02% 157
2016
Q3 		$274K Sell
3,090
-865
-22% -$70.8K 0.04% 106
2016
Q2 		$300K Hold
3,955
– – 0.05% 102
2016
Q1 		$303K Buy
+3,955
New +$265K 0.05% 98
2015
Q3 		– Sell
-2,760
Closed -$234K – 128
2015
Q2 		$234K Hold
2,760
– – 0.04% 106
2015
Q1 		$221K Hold
2,760
– – 0.03% 111
2014
Q4 		$253K Hold
2,760
– – 0.05% 100
2014
Q3 		$273K Hold
2,760
– – 0.06% 97
2014
Q2 		$300K Hold
2,760
– – 0.06% 96
2014
Q1 		$274K Hold
2,760
– – 0.06% 94
2013
Q4 		$251K Hold
2,760
– – 0.06% 104
2013
Q3 		$230K Hold
2,760
– – 0.06% 102
2013
Q2 		$228K Buy
+2,760
New +$235K 0.06% 98

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

Capital Advisors Inc's CAT Position: Q2 2026 in Review

Capital Advisors Inc increased its Caterpillar (CAT) stake by 5.6% in Q2 2026, buying an estimated $214K and bringing the position to 4,618 shares worth $4.92M. The position accounts for 0.07% of the portfolio, ranked #108.

Capital Advisors Inc first reported a position in CAT in Q2 2013 and has held it in 51 quarters since. The position peaked at $20.6M in Q1 2020. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Capital Advisors Inc held 4,618 shares of Caterpillar worth $4.92M as of Q2 2026.
  • Capital Advisors Inc bought 244 Caterpillar shares in Q2 2026, an estimated $214K.
  • Caterpillar made up 0.07% of Capital Advisors Inc's portfolio in Q2 2026, its #108 holding.
  • Capital Advisors Inc first reported a position in Caterpillar in Q2 2013 and has held it in 51 quarters since.
  • Capital Advisors Inc's Caterpillar position peaked at $20.6M in Q1 2020.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.