Cetera Investment Advisers
CAT icon

Cetera Investment Advisers’s Caterpillar CAT Stock Holding History

Cetera Investment Advisers’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
2024
Q2 		– Sell
-1,000
Closed -$110 – 3746
2024
Q1 		$110 Buy
+1,000
New +$320K ﹤0.01% 3695

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Cetera Investment Advisers's CAT Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Caterpillar (CAT) stake by 1.3% in Q2 2026, selling an estimated $3.3M and leaving 292,059 shares worth $311M. The position accounts for 0.28% of the portfolio, ranked #61.

Cetera Investment Advisers first reported a position in CAT in Q4 2015 and has held it in 43 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Cetera Investment Advisers held 292,059 shares of Caterpillar worth $311M as of Q2 2026.
  • Cetera Investment Advisers sold 3,752 Caterpillar shares in Q2 2026, an estimated $3.3M.
  • Caterpillar made up 0.28% of Cetera Investment Advisers's portfolio in Q2 2026, its #61 holding.
  • Cetera Investment Advisers first reported a position in Caterpillar in Q4 2015 and has held it in 43 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.