CA
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Claro Advisors’s Caterpillar CAT Stock Holding History

Claro 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 		$900K Buy
846
+94
+13% +$82.6K 0.09% 178
2026
Q1 		$533K Buy
752
+200
+36% +$139K 0.06% 227
2025
Q4 		$316K Buy
552
+34
+7% +$18.9K 0.04% 322
2025
Q3 		$247K Sell
518
-20
-4% -$8.54K 0.04% 347
2025
Q2 		$209K Sell
538
-836
-61% -$279K 0.03% 354
2025
Q1 		$453K Buy
1,374
+32
+2% +$11.4K 0.06% 288
2024
Q4 		$487K Sell
1,342
-412
-23% -$160K 0.07% 249
2024
Q3 		$686K Buy
1,754
+135
+8% +$46.6K 0.09% 221
2024
Q2 		$539K Buy
1,619
+3
+0.2% +$1.04K 0.08% 229
2024
Q1 		$592K Buy
1,616
+312
+24% +$99.7K 0.1% 210
2023
Q4 		$386K Sell
1,304
-27
-2% -$7K 0.08% 252
2023
Q3 		$363K Buy
1,331
+120
+10% +$32.6K 0.09% 238
2023
Q2 		$298K Buy
1,211
+277
+30% +$61.8K 0.07% 263
2023
Q1 		$214K Sell
934
-55
-6% -$13.3K 0.06% 310
2022
Q4 		$237K Buy
+989
New +$215K 0.08% 253
2020
Q1 		– Sell
-1,621
Closed -$239K – 160
2019
Q4 		$239K Buy
1,621
+18
+1% +$2.51K 0.18% 139
2019
Q3 		$202K Sell
1,603
-738
-32% -$93.8K 0.18% 156
2019
Q2 		$319K Buy
2,341
+79
+3% +$10.4K 0.29% 107
2019
Q1 		$307K Buy
2,262
+234
+12% +$31.1K 0.3% 106
2018
Q4 		$309K Buy
+2,028
New +$264K 0.25% 94

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

Claro Advisors's CAT Position: Q2 2026 in Review

Claro Advisors increased its Caterpillar (CAT) stake by 13% in Q2 2026, buying an estimated $82.6K and bringing the position to 846 shares worth $900K. The position accounts for 0.09% of the portfolio, ranked #178.

Claro Advisors first reported a position in CAT in Q4 2018 and has held it in 20 quarters since. 4,053 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Claro Advisors held 846 shares of Caterpillar worth $900K as of Q2 2026.
  • Claro Advisors bought 94 Caterpillar shares in Q2 2026, an estimated $82.6K.
  • Caterpillar made up 0.09% of Claro Advisors's portfolio in Q2 2026, its #178 holding.
  • Claro Advisors first reported a position in Caterpillar in Q4 2018 and has held it in 20 quarters since.
  • 4,053 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.