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Capital Advisors Ltd’s Caterpillar CAT Stock Holding History

Capital Advisors Ltd’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 		$267K Hold
251
– – 0.03% 273
2026
Q1 		$178K Buy
251
+21
+9% +$14.5K 0.02% 308
2025
Q4 		$132K Buy
230
+31
+16% +$17.2K 0.01% 331
2025
Q3 		$95K Hold
199
– – 0.01% 373
2025
Q2 		$77K Sell
199
-3
-1% -$1K 0.01% 401
2025
Q1 		$67K Buy
202
+2
+1% +$712 0.01% 407
2024
Q4 		$73K Buy
200
+1
+0.5% +$388 0.01% 390
2024
Q3 		$78K Buy
199
+4
+2% +$1.38K 0.01% 381
2024
Q2 		$65K Buy
195
+16
+9% +$5.55K 0.01% 400
2024
Q1 		$66K Buy
179
+13
+8% +$4.16K 0.01% 400
2023
Q4 		$49K Hold
166
– – 0.01% 423
2023
Q3 		$45K Hold
166
– – 0.01% 429
2023
Q2 		$41K Sell
166
-1
-0.6% -$223 0.01% 453
2023
Q1 		$38K Buy
167
+24
+17% +$5.8K 0.01% 398
2022
Q4 		$34K Buy
143
+14
+11% +$3.05K 0.01% 409
2022
Q3 		$21K Buy
129
+30
+30% +$5.48K ﹤0.01% 439
2022
Q2 		$18K Sell
99
-15
-13% -$3.16K ﹤0.01% 445
2022
Q1 		$25K Buy
114
+9
+9% +$1.89K ﹤0.01% 425
2021
Q4 		$22K Buy
+105
New +$21.1K ﹤0.01% 424
2015
Q4 		– Sell
-120
Closed -$8K – 333
2015
Q3 		$8K Hold
120
– – ﹤0.01% 268
2015
Q2 		$10K Hold
120
– – 0.01% 278
2015
Q1 		$10K Hold
120
– – 0.01% 262
2014
Q4 		$11K Hold
120
– – 0.01% 249
2014
Q3 		$11K Hold
120
– – 0.01% 253
2014
Q2 		$13K Hold
120
– – 0.01% 256
2014
Q1 		$12K Hold
120
– – 0.01% 259
2013
Q4 		$11K Buy
+120
New +$10.2K 0.01% 228

Other funds holding CAT

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
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
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

Capital Advisors Ltd held its Caterpillar (CAT) position steady in Q2 2026 at 251 shares worth $267K. The position accounts for 0.03% of the portfolio, ranked #273.

Capital Advisors Ltd first reported a position in CAT in Q4 2013 and has held it in 27 quarters since. 1,773 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Capital Advisors Ltd held 251 shares of Caterpillar worth $267K as of Q2 2026.
  • Capital Advisors Ltd left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.03% of Capital Advisors Ltd's portfolio in Q2 2026, its #273 holding.
  • Capital Advisors Ltd first reported a position in Caterpillar in Q4 2013 and has held it in 27 quarters since.
  • 1,773 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.