Central Valley Advisors’s Caterpillar CAT Stock Holding History

Central Valley 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	$1.04M	Hold	977	–	–	0.27%	70
2026 Q1	$692K	Sell	977 -2	-0.2%	-$1.39K	0.19%	81
2025 Q4	$561K	Sell	979 -53	-5%	-$29.5K	0.17%	97
2025 Q3	$492K	Buy	1,032 +55	+6%	+$23.5K	0.15%	98
2025 Q2	$379K	Hold	977	–	–	0.13%	98
2025 Q1	$322K	Buy	977 +25	+3%	+$8.9K	0.12%	97
2024 Q4	$345K	Buy	952 +60	+7%	+$23.3K	0.16%	104
2024 Q3	$349K	Hold	892	–	–	0.2%	90
2024 Q2	$311K	Hold	892	–	–	0.13%	94
2024 Q1	$327K	Sell	892 -3	-0.3%	-$959	0.17%	110
2023 Q4	$265K	Buy	+895	New	+$232K	0.16%	117

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Central Valley Advisors's CAT Position: Q2 2026 in Review

Central Valley Advisors held its Caterpillar (CAT) position steady in Q2 2026 at 977 shares worth $1.04M. The position accounts for 0.27% of the portfolio, ranked #70.

Central Valley Advisors first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Central Valley Advisors held 977 shares of Caterpillar worth $1.04M as of Q2 2026.
Central Valley Advisors left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.27% of Central Valley Advisors's portfolio in Q2 2026, its #70 holding.
Central Valley Advisors first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.