DA
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Doliver Advisors’s Caterpillar CAT Stock Holding History

Doliver 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 		$1.94M Sell
1,818
-163
-8% -$143K 0.44% 33
2026
Q1 		$1.4M Sell
1,981
-54
-3% -$37.4K 0.32% 53
2025
Q4 		$1.17M Sell
2,035
-117
-5% -$65K 0.29% 64
2025
Q3 		$1.03M Sell
2,152
-44
-2% -$18.8K 0.27% 71
2025
Q2 		$853K Buy
2,196
+182
+9% +$60.7K 0.23% 80
2025
Q1 		$664K Buy
2,014
+496
+33% +$177K 0.19% 84
2024
Q4 		$551K Hold
1,518
– – 0.15% 92
2024
Q3 		$594K Buy
1,518
+33
+2% +$11.4K 0.16% 86
2024
Q2 		$495K Sell
1,485
-28
-2% -$9.71K 0.14% 93
2024
Q1 		$554K Sell
1,513
-7
-0.5% -$2.24K 0.16% 91
2023
Q4 		$449K Sell
1,520
-116
-7% -$30.1K 0.14% 93
2023
Q3 		$447K Sell
1,636
-159
-9% -$43.1K 0.13% 95
2023
Q2 		$442K Buy
1,795
+282
+19% +$62.9K 0.13% 108
2023
Q1 		$346K Sell
1,513
-30
-2% -$7.25K 0.11% 117
2022
Q4 		$370K Sell
1,543
-10
-0.6% -$2.18K 0.12% 99
2022
Q3 		$255K Buy
+1,553
New +$284K 0.09% 120
2022
Q2 		– Sell
-1,181
Closed -$263K – 164
2022
Q1 		$263K Buy
+1,181
New +$248K 0.08% 143

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Doliver Advisors's CAT Position: Q2 2026 in Review

Doliver Advisors reduced its Caterpillar (CAT) stake by 8.2% in Q2 2026, selling an estimated $143K and leaving 1,818 shares worth $1.94M. The position accounts for 0.44% of the portfolio, ranked #33.

Doliver Advisors first reported a position in CAT in Q1 2022 and has held it in 17 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Doliver Advisors held 1,818 shares of Caterpillar worth $1.94M as of Q2 2026.
  • Doliver Advisors sold 163 Caterpillar shares in Q2 2026, an estimated $143K.
  • Caterpillar made up 0.44% of Doliver Advisors's portfolio in Q2 2026, its #33 holding.
  • Doliver Advisors first reported a position in Caterpillar in Q1 2022 and has held it in 17 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Doliver Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.