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Cladis Investment Advisory’s Caterpillar CAT Stock Holding History

Cladis Investment Advisory’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 		$4.19M Sell
3,938
-327
-8% -$287K 1.96% 10
2026
Q1 		$3.02M Sell
4,265
-535
-11% -$371K 1.66% 12
2025
Q4 		$2.75M Sell
4,800
-200
-4% -$111K 1.51% 14
2025
Q3 		$2.39M Hold
5,000
– – 1.37% 16
2025
Q2 		$1.94M Hold
5,000
– – 1.22% 21
2025
Q1 		$1.65M Hold
5,000
– – 1.19% 25
2024
Q4 		$1.81M Sell
5,000
-300
-6% -$116K 1.29% 20
2024
Q3 		$2.07M Sell
5,300
-14
-0.3% -$4.83K 1.44% 14
2024
Q2 		$1.77M Hold
5,314
– – 1.28% 19
2024
Q1 		$1.95M Buy
5,314
+92
+2% +$29.4K 1.43% 14
2023
Q4 		$1.54M Sell
5,222
-50
-0.9% -$13K 1.21% 21
2023
Q3 		$1.44M Sell
5,272
-50
-0.9% -$13.6K 1.26% 21
2023
Q2 		$1.31M Sell
5,322
-50
-0.9% -$11.1K 1.14% 23
2023
Q1 		$1.23M Sell
5,372
-99
-2% -$23.9K 1.1% 25
2022
Q4 		$1.31M Sell
5,471
-12
-0.2% -$2.61K 1.3% 21
2022
Q3 		$900K Buy
5,483
+150
+3% +$27.4K 0.97% 32
2022
Q2 		$953K Sell
5,333
-150
-3% -$31.6K 0.95% 32
2022
Q1 		$1.22M Buy
5,483
+1,200
+28% +$252K 0.99% 30
2021
Q4 		$885K Buy
+4,283
New +$862K 0.71% 42

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Cladis Investment Advisory's CAT Position: Q2 2026 in Review

Cladis Investment Advisory reduced its Caterpillar (CAT) stake by 7.7% in Q2 2026, selling an estimated $287K and leaving 3,938 shares worth $4.19M. The position accounts for 1.96% of the portfolio, ranked #10.

Cladis Investment Advisory first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Cladis Investment Advisory held 3,938 shares of Caterpillar worth $4.19M as of Q2 2026.
  • Cladis Investment Advisory sold 327 Caterpillar shares in Q2 2026, an estimated $287K.
  • Caterpillar made up 1.96% of Cladis Investment Advisory's portfolio in Q2 2026, its #10 holding.
  • Cladis Investment Advisory first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
  • 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Cladis Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.