Diversify Advisory Services’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Other funds holding CAT
Diversify Advisory Services's CAT Position: Q2 2026 in Review
Diversify Advisory Services increased its Caterpillar (CAT) stake by 392% in Q2 2026, buying an estimated $4.31M and bringing the position to 6,151 shares worth $5.37M. The position accounts for 0.09% of the portfolio, ranked #211.
Diversify Advisory Services first reported a position in CAT in Q1 2024 and has held it in 10 quarters since. 4,033 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Diversify Advisory Services held 6,151 shares of Caterpillar worth $5.37M as of Q2 2026.
- Diversify Advisory Services bought 4,901 Caterpillar shares in Q2 2026, an estimated $4.31M.
- Caterpillar made up 0.09% of Diversify Advisory Services's portfolio in Q2 2026, its #211 holding.
- Diversify Advisory Services first reported a position in Caterpillar in Q1 2024 and has held it in 10 quarters since.
- 4,033 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.