Delos Wealth Advisors’s Caterpillar CAT Stock Holding History

Delos Wealth 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	$276K	Buy	259 +2	+0.8%	+$1.76K	0.14%	65
2026 Q1	$182K	Sell	257 -30	-10%	-$20.8K	0.1%	84
2025 Q4	$164K	Buy	287 +30	+12%	+$16.7K	0.11%	60
2025 Q3	$123K	Hold	257	–	–	0.08%	71
2025 Q2	$99.8K	Buy	+257	New	+$85.7K	0.08%	71
2025 Q1	–	Sell	-257	Closed	-$93.2K	–	75
2024 Q4	$93.2K	Hold	257	–	–	0.07%	61
2024 Q3	$101K	Sell	257 -99	-28%	-$34.2K	0.09%	69
2024 Q2	$119K	Hold	356	–	–	0.11%	66
2024 Q1	$130K	Sell	356 -20	-5%	-$6.39K	0.15%	52
2023 Q4	$111K	Hold	376	–	–	0.16%	45
2023 Q3	$106K	Hold	376	–	–	0.13%	52
2023 Q2	$92.5K	Sell	376 -632	-63%	-$141K	0.12%	52
2023 Q1	$231K	Sell	1,008 -4,959	-83%	-$1.2M	0.29%	41
2022 Q4	$1.43M	Sell	5,967 -110	-2%	-$23.9K	2.2%	16
2022 Q3	$997K	Sell	6,077 -3,319	-35%	-$606K	1.19%	29
2022 Q2	$1.68M	Buy	9,396 +1,703	+22%	+$359K	1.88%	23
2022 Q1	$1.71M	Buy	7,693 +802	+12%	+$168K	1.69%	30
2021 Q4	$1.43M	Buy	6,891 +168	+2%	+$33.8K	1.36%	26
2021 Q3	$1.29M	Buy	6,723 +2,148	+47%	+$447K	1.42%	26
2021 Q2	$996K	Buy	+4,575	New	+$1.06M	1.24%	28

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

Delos Wealth Advisors's CAT Position: Q2 2026 in Review

Delos Wealth Advisors increased its Caterpillar (CAT) stake by 0.78% in Q2 2026, buying an estimated $1.76K and bringing the position to 259 shares worth $276K. The position accounts for 0.14% of the portfolio, ranked #65.

Delos Wealth Advisors first reported a position in CAT in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.71M in Q1 2022. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Delos Wealth Advisors held 259 shares of Caterpillar worth $276K as of Q2 2026.
Delos Wealth Advisors bought 2 Caterpillar shares in Q2 2026, an estimated $1.76K.
Caterpillar made up 0.14% of Delos Wealth Advisors's portfolio in Q2 2026, its #65 holding.
Delos Wealth Advisors first reported a position in Caterpillar in Q2 2021 and has held it in 20 quarters since.
Delos Wealth Advisors's Caterpillar position peaked at $1.71M in Q1 2022.
4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Delos Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.