Certified Advisory Corp’s Caterpillar CAT Stock Holding History

Certified Advisory Corp’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	$939K	Buy	882 +87	+11%	+$76.4K	0.08%	171
2026 Q1	$563K	Buy	795 +105	+15%	+$72.7K	0.05%	200
2025 Q4	$395K	Buy	690 +1	+0.1%	+$556	0.04%	233
2025 Q3	$329K	Buy	689 +1	+0.1%	+$427	0.03%	252
2025 Q2	$267K	Buy	688 +2	+0.3%	+$667	0.03%	266
2025 Q1	$226K	Sell	686 -10	-1%	-$3.56K	0.03%	275
2024 Q4	$252K	Buy	696 +2	+0.3%	+$776	0.03%	257
2024 Q3	$272K	Buy	694 +5	+0.7%	+$1.73K	0.03%	255
2024 Q2	$229K	Sell	689 -200	-22%	-$69.3K	0.03%	261
2024 Q1	$326K	Sell	889 -56	-6%	-$17.9K	0.05%	215
2023 Q4	$279K	Buy	945 +104	+12%	+$27K	0.04%	228
2023 Q3	$230K	Sell	841 -50	-6%	-$13.6K	0.04%	215
2023 Q2	$219K	Sell	891 -380	-30%	-$84.7K	0.04%	213
2023 Q1	$291K	Buy	1,271 +227	+22%	+$54.9K	0.05%	200
2022 Q4	$250K	Buy	+1,044	New	+$227K	0.05%	201
2022 Q3	–	Sell	-14	Closed	-$3K	–	220
2022 Q2	$3K	Sell	14 -1,042	-99%	-$220K	﹤0.01%	204
2022 Q1	$235K	Buy	+1,056	New	+$221K	0.05%	196
2021 Q4	–	Sell	-14	Closed	-$3K	–	225
2021 Q3	$3K	Buy	+14	New	+$2.92K	﹤0.01%	213
2021 Q2	–	Sell	-839	Closed	-$194K	–	273
2021 Q1	$194K	Buy	+839	New	+$174K	0.05%	196
2020 Q2	$66K	Buy	520 +3	+0.6%	+$356	0.02%	261
2020 Q1	$60K	Buy	517 +3	+0.6%	+$383	0.02%	252
2019 Q4	$76K	Buy	514 +3	+0.6%	+$419	0.02%	264
2019 Q3	$65K	Buy	511 +17	+3%	+$2.16K	0.02%	279
2019 Q2	$67K	Buy	494 +65	+15%	+$8.59K	0.02%	275
2019 Q1	$58K	Buy	429 +39	+10%	+$5.18K	0.02%	277
2018 Q4	$50K	Sell	390 -109	-22%	-$14.2K	0.03%	274
2018 Q3	$76K	Buy	499 +114	+30%	+$16.1K	0.04%	235
2018 Q2	$52K	Buy	385 +46	+14%	+$6.87K	0.03%	276
2018 Q1	$50K	Buy	339 +88	+35%	+$13.9K	0.03%	269
2017 Q4	$39K	Buy	+251	New	+$34.8K	0.03%	267

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Certified Advisory Corp's CAT Position: Q2 2026 in Review

Certified Advisory Corp increased its Caterpillar (CAT) stake by 11% in Q2 2026, buying an estimated $76.4K and bringing the position to 882 shares worth $939K. The position accounts for 0.08% of the portfolio, ranked #171.

Certified Advisory Corp first reported a position in CAT in Q4 2017 and has held it in 30 quarters since. 1,506 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Certified Advisory Corp held 882 shares of Caterpillar worth $939K as of Q2 2026.
Certified Advisory Corp bought 87 Caterpillar shares in Q2 2026, an estimated $76.4K.
Caterpillar made up 0.08% of Certified Advisory Corp's portfolio in Q2 2026, its #171 holding.
Certified Advisory Corp first reported a position in Caterpillar in Q4 2017 and has held it in 30 quarters since.
1,506 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.