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Concurrent Investment Advisors’s Caterpillar CAT Stock Holding History

Concurrent Investment 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 		$49.2M Buy
46,157
+5,425
+13% +$4.77M 0.42% 41
2026
Q1 		$28.9M Buy
40,732
+2,991
+8% +$2.07M 0.31% 60
2025
Q4 		$21.6M Buy
37,741
+14,436
+62% +$8.02M 0.25% 79
2025
Q3 		$11.1M Buy
23,305
+268
+1% +$114K 0.19% 112
2025
Q2 		$8.94M Buy
23,037
+1,238
+6% +$413K 0.17% 129
2025
Q1 		$7.19M Sell
21,799
-3,948
-15% -$1.41M 0.17% 123
2024
Q4 		$9.34M Buy
25,747
+3,921
+18% +$1.52M 0.25% 86
2024
Q3 		$8.54M Buy
21,826
+2,244
+11% +$775K 0.25% 89
2024
Q2 		$6.52M Buy
19,582
+4,097
+26% +$1.42M 0.21% 109
2024
Q1 		$5.67M Sell
15,485
-1,004
-6% -$321K 0.23% 101
2023
Q4 		$4.88M Buy
+16,489
New +$4.28M 0.23% 98

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Concurrent Investment Advisors's CAT Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Caterpillar (CAT) stake by 13% in Q2 2026, buying an estimated $4.77M and bringing the position to 46,157 shares worth $49.2M. The position accounts for 0.42% of the portfolio, ranked #41.

Concurrent Investment Advisors first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Concurrent Investment Advisors held 46,157 shares of Caterpillar worth $49.2M as of Q2 2026.
  • Concurrent Investment Advisors bought 5,425 Caterpillar shares in Q2 2026, an estimated $4.77M.
  • Caterpillar made up 0.42% of Concurrent Investment Advisors's portfolio in Q2 2026, its #41 holding.
  • Concurrent Investment Advisors first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.