CFS Investment Advisory Services’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Other funds holding CAT
CFS Investment Advisory Services's CAT Position: Q2 2026 in Review
CFS Investment Advisory Services increased its Caterpillar (CAT) stake by 0.15% in Q2 2026, buying an estimated $3.51K and bringing the position to 2,724 shares worth $2.62M. The position accounts for 0.18% of the portfolio, ranked #104.
CFS Investment Advisory Services first reported a position in CAT in Q1 2022 and has held it in 10 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- CFS Investment Advisory Services held 2,724 shares of Caterpillar worth $2.62M as of Q2 2026.
- CFS Investment Advisory Services bought 4 Caterpillar shares in Q2 2026, an estimated $3.51K.
- Caterpillar made up 0.18% of CFS Investment Advisory Services's portfolio in Q2 2026, its #104 holding.
- CFS Investment Advisory Services first reported a position in Caterpillar in Q1 2022 and has held it in 10 quarters since.
- 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.