CIAS
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Capital Investment Advisory Services’s Caterpillar CAT Stock Holding History

Capital Investment Advisory Services’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
2024
Q1 		– Sell
-500
Closed -$148K – 961
2023
Q4 		$148K Buy
+500
New +$130K 0.01% 528

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

Capital Investment Advisory Services increased its Caterpillar (CAT) stake by 5% in Q2 2026, buying an estimated $242K and bringing the position to 5,760 shares worth $6.13M. The position accounts for 0.38% of the portfolio, ranked #56.

Capital Investment Advisory Services first reported a position in CAT in Q4 2016 and has held it in 39 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Capital Investment Advisory Services held 5,760 shares of Caterpillar worth $6.13M as of Q2 2026.
  • Capital Investment Advisory Services bought 276 Caterpillar shares in Q2 2026, an estimated $242K.
  • Caterpillar made up 0.38% of Capital Investment Advisory Services's portfolio in Q2 2026, its #56 holding.
  • Capital Investment Advisory Services first reported a position in Caterpillar in Q4 2016 and has held it in 39 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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