DAS
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Dynamic Advisor Solutions’s Caterpillar CAT Stock Holding History

Dynamic Advisor Solutions’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 		$25.6M Buy
24,049
+440
+2% +$387K 0.73% 28
2026
Q1 		$16.7M Buy
23,609
+2,365
+11% +$1.64M 0.53% 45
2025
Q4 		$12.2M Sell
21,244
-2,579
-11% -$1.43M 0.39% 59
2025
Q3 		$11.4M Buy
23,823
+131
+0.6% +$55.9K 0.33% 70
2025
Q2 		$9.2M Sell
23,692
-183
-0.8% -$61K 0.28% 84
2025
Q1 		$7.87M Buy
23,875
+352
+1% +$125K 0.26% 94
2024
Q4 		$8.53M Sell
23,523
-237
-1% -$91.9K 0.37% 64
2024
Q3 		$9.29M Buy
23,760
+61
+0.3% +$21.1K 0.28% 84
2024
Q2 		$7.89M Sell
23,699
-68
-0.3% -$23.6K 0.25% 89
2024
Q1 		$8.71M Buy
23,767
+672
+3% +$215K 0.29% 85
2023
Q4 		$6.67M Buy
23,095
+18,589
+413% +$4.82M 0.25% 105
2023
Q3 		$1.23M Buy
4,506
+732
+19% +$199K 0.06% 309
2023
Q2 		$929K Sell
3,774
-431
-10% -$96.1K 0.05% 361
2023
Q1 		$962K Sell
4,205
-938
-18% -$227K 0.06% 327
2022
Q4 		$1.23M Sell
5,143
-288
-5% -$62.7K 0.08% 247
2022
Q3 		$891K Buy
5,431
+236
+5% +$43.1K 0.07% 272
2022
Q2 		$929K Sell
5,195
-50
-1% -$10.5K 0.07% 262
2022
Q1 		$1.17M Buy
5,245
+1,018
+24% +$214K 0.08% 241
2021
Q4 		$874K Buy
4,227
+132
+3% +$26.6K 0.06% 307
2021
Q3 		$786K Buy
4,095
+493
+14% +$103K 0.06% 335
2021
Q2 		$784K Buy
3,602
+383
+12% +$88.5K 0.06% 324
2021
Q1 		$746K Sell
3,219
-391
-11% -$80.9K 0.07% 293
2020
Q4 		$657K Buy
3,610
+1,250
+53% +$212K 0.06% 311
2020
Q3 		$352K Buy
2,360
+485
+26% +$68.1K 0.04% 384
2020
Q2 		$237K Buy
+1,875
New +$222K 0.03% 431
2020
Q1 		– Sell
-3,282
Closed -$485K – 501
2019
Q4 		$485K Sell
3,282
-177
-5% -$24.7K 0.07% 311
2019
Q3 		$437K Buy
3,459
+162
+5% +$20.6K 0.07% 299
2019
Q2 		$449K Buy
3,297
+1,478
+81% +$195K 0.07% 282
2019
Q1 		$246K Sell
1,819
-64
-3% -$8.5K 0.05% 334
2018
Q4 		$258K Buy
1,883
+335
+22% +$43.6K 0.05% 311
2018
Q3 		$236K Sell
1,548
-157
-9% -$22.2K 0.05% 345
2018
Q2 		$232K Buy
1,705
+7
+0.4% +$1.05K 0.05% 346
2018
Q1 		$251K Buy
+1,698
New +$268K 0.06% 290
2017
Q1 		– Sell
-6,781
Closed -$629K – 211
2016
Q4 		$629K Sell
6,781
-5,146
-43% -$466K 0.25% 112
2016
Q3 		$1.06M Buy
11,927
+5,461
+84% +$447K 0.4% 73
2016
Q2 		$490K Sell
6,466
-1,275
-16% -$95.5K 0.2% 124
2016
Q1 		$592K Buy
7,741
+600
+8% +$40.2K 0.25% 102
2015
Q4 		$485K Buy
+7,141
New +$499K 0.2% 127
2015
Q3 		– Sell
-19,343
Closed -$1.64M – 181
2015
Q2 		$1.64M Buy
+19,343
New +$1.66M 0.96% 33
2014
Q2 		– Sell
-4,590
Closed -$456K – 204
2014
Q1 		$456K Sell
4,590
-3,716
-45% -$350K 0.31% 114
2013
Q4 		$755K Buy
+8,306
New +$709K 0.56% 54

Other funds holding CAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Dynamic Advisor Solutions's CAT Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Caterpillar (CAT) stake by 1.9% in Q2 2026, buying an estimated $387K and bringing the position to 24,049 shares worth $25.6M. The position accounts for 0.73% of the portfolio, ranked #28.

Dynamic Advisor Solutions first reported a position in CAT in Q4 2013 and has held it in 41 quarters since. 736 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Dynamic Advisor Solutions held 24,049 shares of Caterpillar worth $25.6M as of Q2 2026.
  • Dynamic Advisor Solutions bought 440 Caterpillar shares in Q2 2026, an estimated $387K.
  • Caterpillar made up 0.73% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #28 holding.
  • Dynamic Advisor Solutions first reported a position in Caterpillar in Q4 2013 and has held it in 41 quarters since.
  • 736 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.