CAG
CAT icon

Centerpoint Advisory Group’s Caterpillar CAT Stock Holding History

Centerpoint Advisory Group’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 		$713K Sell
670
-25
-4% -$22K 0.45% 50
2026
Q1 		$492K Sell
695
-50
-7% -$34.6K 0.37% 54
2025
Q4 		$427K Sell
745
-175
-19% -$97.3K 0.33% 62
2025
Q3 		$439K Sell
920
-50
-5% -$21.3K 0.34% 63
2025
Q2 		$377K Sell
970
-50
-5% -$16.7K 0.33% 67
2025
Q1 		$336K Hold
1,020
– – 0.33% 69
2024
Q4 		$370K Buy
+1,020
New +$396K 0.36% 62

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

Centerpoint Advisory Group's CAT Position: Q2 2026 in Review

Centerpoint Advisory Group reduced its Caterpillar (CAT) stake by 3.6% in Q2 2026, selling an estimated $22K and leaving 670 shares worth $713K. The position accounts for 0.45% of the portfolio, ranked #50.

Centerpoint Advisory Group first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Centerpoint Advisory Group held 670 shares of Caterpillar worth $713K as of Q2 2026.
  • Centerpoint Advisory Group sold 25 Caterpillar shares in Q2 2026, an estimated $22K.
  • Caterpillar made up 0.45% of Centerpoint Advisory Group's portfolio in Q2 2026, its #50 holding.
  • Centerpoint Advisory Group first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Centerpoint Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.