CSPIA
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Cary Street Partners Investment Advisory’s Caterpillar CAT Stock Holding History

Cary Street Partners Investment Advisory’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 		$1.61M Buy
1,509
+178
+13% +$156K 0.33% 80
2026
Q1 		$943K Buy
1,331
+81
+6% +$56.1K 0.24% 100
2025
Q4 		$716K Buy
1,250
+51
+4% +$28.3K 0.19% 126
2025
Q3 		$572K Buy
1,199
+190
+19% +$81.1K 0.24% 93
2025
Q2 		$392K Buy
1,009
+39
+4% +$13K 0.19% 129
2025
Q1 		$320K Sell
970
-77
-7% -$27.4K 0.18% 140
2024
Q4 		$380K Sell
1,047
-14,723
-93% -$5.71M 0.25% 109
2024
Q3 		$6.17M Buy
15,770
+529
+3% +$183K 0.23% 110
2024
Q2 		$5.08M Sell
15,241
-1,089
-7% -$378K 0.21% 126
2024
Q1 		$5.98M Sell
16,330
-509
-3% -$163K 0.25% 105
2023
Q4 		$4.98M Buy
16,839
+1,466
+10% +$380K 0.24% 118
2023
Q3 		$4.2M Buy
15,373
+600
+4% +$163K 0.23% 121
2023
Q2 		$3.63M Buy
14,773
+3,974
+37% +$886K 0.23% 119
2023
Q1 		$2.47M Buy
10,799
+27
+0.3% +$6.53K 0.18% 147
2022
Q4 		$2.58M Buy
10,772
+459
+4% +$99.9K 0.19% 135
2022
Q3 		$1.69M Buy
10,313
+359
+4% +$65.6K 0.14% 167
2022
Q2 		$1.78M Buy
9,954
+5,374
+117% +$1.13M 0.15% 154
2022
Q1 		$1.02M Buy
+4,580
New +$961K 0.28% 105
2021
Q1 		– Sell
-5,945
Closed -$1.08M – 323
2020
Q4 		$1.08M Buy
5,945
+5,630
+1,787% +$955K 0.21% 120
2020
Q3 		$47K Buy
+315
New +$44.3K 0.01% 502

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Cary Street Partners Investment Advisory's CAT Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Caterpillar (CAT) stake by 13% in Q2 2026, buying an estimated $156K and bringing the position to 1,509 shares worth $1.61M. The position accounts for 0.33% of the portfolio, ranked #80.

Cary Street Partners Investment Advisory first reported a position in CAT in Q3 2020 and has held it in 20 quarters since. The position peaked at $6.17M in Q3 2024. 3,096 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Cary Street Partners Investment Advisory held 1,509 shares of Caterpillar worth $1.61M as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 178 Caterpillar shares in Q2 2026, an estimated $156K.
  • Caterpillar made up 0.33% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #80 holding.
  • Cary Street Partners Investment Advisory first reported a position in Caterpillar in Q3 2020 and has held it in 20 quarters since.
  • Cary Street Partners Investment Advisory's Caterpillar position peaked at $6.17M in Q3 2024.
  • 3,096 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.