Carson Advisory’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Other funds holding CAT
Carson Advisory's CAT Position: Q2 2026 in Review
Carson Advisory increased its Caterpillar (CAT) stake by 1.1% in Q2 2026, buying an estimated $5.27K and bringing the position to 548 shares worth $584K. The position accounts for 0.27% of the portfolio, ranked #86.
Carson Advisory first reported a position in CAT in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.05M in Q2 2023. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Carson Advisory held 548 shares of Caterpillar worth $584K as of Q2 2026.
- Carson Advisory bought 6 Caterpillar shares in Q2 2026, an estimated $5.27K.
- Caterpillar made up 0.27% of Carson Advisory's portfolio in Q2 2026, its #86 holding.
- Carson Advisory first reported a position in Caterpillar in Q1 2023 and has held it in 12 quarters since.
- Carson Advisory's Caterpillar position peaked at $1.05M in Q2 2023.
- 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.