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
2019
Q4 		– Sell
-1,000
Closed -$3K – 574
2019
Q3 		$3K Buy
+1,000
New +$127K ﹤0.01% 529

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.