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Clearstead Advisors’s Caterpillar CAT Stock Holding History

Clearstead 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 		$82.3M Sell
77,286
-14,908
-16% -$13.1M 0.78% 27
2026
Q1 		$65.3M Sell
92,194
-8,555
-8% -$5.93M 0.6% 37
2025
Q4 		$57.7M Sell
100,749
-4,018
-4% -$2.23M 0.73% 32
2025
Q3 		$50M Buy
104,767
+5,294
+5% +$2.26M 0.66% 33
2025
Q2 		$38.6M Sell
99,473
-9,505
-9% -$3.17M 0.54% 40
2025
Q1 		$35.9M Buy
108,978
+890
+0.8% +$317K 0.56% 41
2024
Q4 		$39.2M Sell
108,088
-2,240
-2% -$869K 0.59% 35
2024
Q3 		$43.2M Sell
110,328
-51
-0% -$17.6K 0.67% 31
2024
Q2 		$36.8M Buy
110,379
+105,156
+2,013% +$36.5M 0.63% 33
2024
Q1 		$1.86M Sell
5,223
-94
-2% -$30K 0.09% 160
2023
Q4 		$1.57M Sell
5,317
-5,681
-52% -$1.47M 0.08% 168
2023
Q3 		$3M Buy
10,998
+6,669
+154% +$1.81M 0.09% 164
2023
Q2 		$1.07M Buy
4,329
+1,200
+38% +$268K 0.06% 197
2023
Q1 		$716K Sell
3,129
-136
-4% -$32.9K 0.05% 212
2022
Q4 		$782K Buy
3,265
+601
+23% +$131K 0.06% 195
2022
Q3 		$437K Buy
2,664
+53
+2% +$9.68K 0.04% 244
2022
Q2 		$467K Sell
2,611
-437
-14% -$92.1K 0.04% 260
2022
Q1 		$679K Buy
3,048
+1,031
+51% +$216K 0.05% 225
2021
Q4 		$417K Buy
2,017
+79
+4% +$15.9K 0.03% 278
2021
Q3 		$372K Buy
1,938
+9
+0.5% +$1.87K 0.03% 278
2021
Q2 		$420K Sell
1,929
-32
-2% -$7.39K 0.03% 249
2021
Q1 		$455K Sell
1,961
-14
-0.7% -$2.9K 0.04% 227
2020
Q4 		$360K Buy
1,975
+3
+0.2% +$509 0.03% 239
2020
Q3 		$294K Buy
1,972
+70
+4% +$9.83K 0.03% 234
2020
Q2 		$241K Buy
1,902
+693
+57% +$82.2K 0.03% 249
2020
Q1 		$140K Buy
+1,209
New +$154K 0.02% 284
2018
Q1 		– Sell
-1,319
Closed -$208K – 225
2017
Q4 		$208K Buy
+1,319
New +$183K 0.03% 215

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

Clearstead Advisors's CAT Position: Q2 2026 in Review

Clearstead Advisors reduced its Caterpillar (CAT) stake by 16% in Q2 2026, selling an estimated $13.1M and leaving 77,286 shares worth $82.3M. The position accounts for 0.78% of the portfolio, ranked #27.

Clearstead Advisors first reported a position in CAT in Q4 2017 and has held it in 27 quarters since. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Clearstead Advisors held 77,286 shares of Caterpillar worth $82.3M as of Q2 2026.
  • Clearstead Advisors sold 14,908 Caterpillar shares in Q2 2026, an estimated $13.1M.
  • Caterpillar made up 0.78% of Clearstead Advisors's portfolio in Q2 2026, its #27 holding.
  • Clearstead Advisors first reported a position in Caterpillar in Q4 2017 and has held it in 27 quarters since.
  • 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.