CMA
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Cedar Mountain Advisors’s Caterpillar CAT Stock Holding History

Cedar Mountain Advisors’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 		$57.1K Buy
54
+3
+6% +$2.63K 0.01% 153
2026
Q1 		$36.4K Buy
51
+23
+82% +$15.9K 0.01% 190
2025
Q4 		$15.8K Buy
28
+1
+4% +$556 ﹤0.01% 209
2025
Q3 		$13.1K Sell
27
-63
-70% -$26.9K ﹤0.01% 232
2025
Q2 		$35.1K Hold
90
– – 0.01% 120
2025
Q1 		$29.8K Sell
90
-5
-5% -$1.78K 0.01% 127
2024
Q4 		$34.6K Sell
95
-13
-12% -$5.04K 0.01% 116
2024
Q3 		$42.3K Sell
108
-2
-2% -$691 0.01% 93
2024
Q2 		$36.7K Hold
110
– – 0.01% 91
2024
Q1 		$40.4K Hold
110
– – 0.01% 84
2023
Q4 		$32.6K Hold
110
– – 0.01% 97
2023
Q3 		$30.1K Hold
110
– – 0.01% 91
2023
Q2 		$27.1K Buy
110
+18
+20% +$4.01K 0.01% 105
2023
Q1 		$21.1K Sell
92
-43
-32% -$10.4K 0.01% 112
2022
Q4 		$32.4K Hold
135
– – 0.01% 92
2022
Q3 		$22K Hold
135
– – 0.01% 101
2022
Q2 		$24K Hold
135
– – 0.01% 102
2022
Q1 		$30K Hold
135
– – 0.01% 100
2021
Q4 		$28K Hold
135
– – 0.01% 106
2021
Q3 		$26K Buy
135
+43
+47% +$8.96K 0.01% 107
2021
Q2 		$20K Sell
92
-1
-1% -$231 0.01% 113
2021
Q1 		$22K Hold
93
– – 0.01% 120
2020
Q4 		$17K Hold
93
– – 0.01% 131
2020
Q3 		$14K Hold
93
– – 0.01% 131
2020
Q2 		$12K Buy
93
+45
+94% +$5.33K 0.01% 133
2020
Q1 		$6K Hold
48
– – ﹤0.01% 149
2019
Q4 		$7K Buy
+48
New +$6.7K ﹤0.01% 154

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Cedar Mountain Advisors's CAT Position: Q2 2026 in Review

Cedar Mountain Advisors increased its Caterpillar (CAT) stake by 5.9% in Q2 2026, buying an estimated $2.63K and bringing the position to 54 shares worth $57.1K. The position accounts for 0.01% of the portfolio, ranked #153.

Cedar Mountain Advisors first reported a position in CAT in Q4 2019 and has held it in 27 quarters since. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Cedar Mountain Advisors held 54 shares of Caterpillar worth $57.1K as of Q2 2026.
  • Cedar Mountain Advisors bought 3 Caterpillar shares in Q2 2026, an estimated $2.63K.
  • Caterpillar made up 0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #153 holding.
  • Cedar Mountain Advisors first reported a position in Caterpillar in Q4 2019 and has held it in 27 quarters since.
  • 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.