Client 1st Advisory Group’s Caterpillar CAT Stock Holding History

Client 1st Advisory Group’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	$799K	Buy	750 +94	+14%	+$82.6K	0.21%	58
2026 Q1	$465K	Sell	656 -10	-2%	-$6.93K	0.14%	79
2025 Q4	$382K	Buy	666 +107	+19%	+$59.5K	0.12%	87
2025 Q3	$267K	Hold	559	–	–	0.09%	112
2025 Q2	$217K	Buy	+559	New	+$186K	0.08%	122
2025 Q1	–	Sell	-559	Closed	-$203K	–	132
2024 Q4	$203K	Hold	559	–	–	0.08%	128
2024 Q3	$219K	Buy	+559	New	+$193K	0.09%	119

Other funds holding CAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Client 1st Advisory Group's CAT Position: Q2 2026 in Review

Client 1st Advisory Group increased its Caterpillar (CAT) stake by 14% in Q2 2026, buying an estimated $82.6K and bringing the position to 750 shares worth $799K. The position accounts for 0.21% of the portfolio, ranked #58.

Client 1st Advisory Group first reported a position in CAT in Q3 2024 and has held it in 7 quarters since. 897 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Client 1st Advisory Group held 750 shares of Caterpillar worth $799K as of Q2 2026.
Client 1st Advisory Group bought 94 Caterpillar shares in Q2 2026, an estimated $82.6K.
Caterpillar made up 0.21% of Client 1st Advisory Group's portfolio in Q2 2026, its #58 holding.
Client 1st Advisory Group first reported a position in Caterpillar in Q3 2024 and has held it in 7 quarters since.
897 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.