Cornerstone Select Advisors’s Caterpillar CAT Stock Holding History

Cornerstone Select 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	$2.16M	Buy	2,028 +175	+9%	+$154K	0.91%	38
2026 Q1	$1.31M	Buy	1,853 +133	+8%	+$92.1K	0.82%	42
2025 Q4	$985K	Hold	1,720	–	–	0.68%	50
2025 Q3	$821K	Buy	1,720 +100	+6%	+$42.7K	0.6%	51
2025 Q2	$629K	Sell	1,620 -80	-5%	-$26.7K	0.55%	51
2025 Q1	$561K	Buy	1,700 +6	+0.4%	+$2.14K	0.53%	55
2024 Q4	$615K	Buy	+1,694	New	+$657K	0.59%	52

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Cornerstone Select Advisors's CAT Position: Q2 2026 in Review

Cornerstone Select Advisors increased its Caterpillar (CAT) stake by 9.4% in Q2 2026, buying an estimated $154K and bringing the position to 2,028 shares worth $2.16M. The position accounts for 0.91% of the portfolio, ranked #38.

Cornerstone Select Advisors first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Cornerstone Select Advisors held 2,028 shares of Caterpillar worth $2.16M as of Q2 2026.
Cornerstone Select Advisors bought 175 Caterpillar shares in Q2 2026, an estimated $154K.
Caterpillar made up 0.91% of Cornerstone Select Advisors's portfolio in Q2 2026, its #38 holding.
Cornerstone Select Advisors first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Cornerstone Select Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.