CA
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CGN Advisors’s Caterpillar CAT Stock Holding History

CGN 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 		$3.9M Sell
3,662
-953
-21% -$837K 0.28% 68
2026
Q1 		$3.27M Sell
4,615
-351
-7% -$243K 0.26% 77
2025
Q4 		$2.84M Sell
4,966
-461
-8% -$256K 0.23% 92
2025
Q3 		$2.59M Sell
5,427
-167
-3% -$71.3K 0.21% 99
2025
Q2 		$2.17M Sell
5,594
-994
-15% -$331K 0.19% 108
2025
Q1 		$2.17M Buy
6,588
+173
+3% +$61.6K 0.21% 109
2024
Q4 		$2.33M Sell
6,415
-892
-12% -$346K 0.23% 106
2024
Q3 		$2.86M Buy
7,307
+344
+5% +$119K 0.29% 85
2024
Q2 		$2.32M Buy
6,963
+85
+1% +$29.5K 0.27% 95
2024
Q1 		$2.52M Sell
6,878
-174
-2% -$55.6K 0.32% 85
2023
Q4 		$2.09M Sell
7,052
-109
-2% -$28.3K 0.29% 100
2023
Q3 		$1.96M Sell
7,161
-111
-2% -$30.1K 0.26% 104
2023
Q2 		$1.79M Buy
7,272
+895
+14% +$200K 0.26% 105
2023
Q1 		$1.46M Buy
6,377
+149
+2% +$36K 0.23% 114
2022
Q4 		$1.49M Buy
6,228
+2,277
+58% +$496K 0.26% 104
2022
Q3 		$648K Buy
3,951
+1,155
+41% +$211K 0.16% 148
2022
Q2 		$500K Buy
2,796
+750
+37% +$158K 0.14% 160
2022
Q1 		$456K Buy
2,046
+139
+7% +$29.2K 0.11% 158
2021
Q4 		$394K Buy
1,907
+11
+0.6% +$2.21K 0.1% 168
2021
Q3 		$364K Sell
1,896
-30
-2% -$6.25K 0.12% 153
2021
Q2 		$419K Buy
1,926
+14
+0.7% +$3.23K 0.13% 149
2021
Q1 		$443K Sell
1,912
-209
-10% -$43.3K 0.16% 129
2020
Q4 		$386K Buy
+2,121
New +$360K 0.15% 131

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CGN Advisors's CAT Position: Q2 2026 in Review

CGN Advisors reduced its Caterpillar (CAT) stake by 21% in Q2 2026, selling an estimated $837K and leaving 3,662 shares worth $3.9M. The position accounts for 0.28% of the portfolio, ranked #68.

CGN Advisors first reported a position in CAT in Q4 2020 and has held it in 23 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • CGN Advisors held 3,662 shares of Caterpillar worth $3.9M as of Q2 2026.
  • CGN Advisors sold 953 Caterpillar shares in Q2 2026, an estimated $837K.
  • Caterpillar made up 0.28% of CGN Advisors's portfolio in Q2 2026, its #68 holding.
  • CGN Advisors first reported a position in Caterpillar in Q4 2020 and has held it in 23 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.