ECA
CAT icon

Elevated Capital Advisors’s Caterpillar CAT Stock Holding History

Elevated Capital 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 		$23.4K Hold
22
– – 0.01% 400
2026
Q1 		$15.6K Hold
22
– – ﹤0.01% 424
2025
Q4 		$12.6K Buy
+22
New +$12.2K ﹤0.01% 436
2019
Q4 		$506K Buy
+3,424
New +$478K 0.56% 52

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Elevated Capital Advisors's CAT Position: Q2 2026 in Review

Elevated Capital Advisors held its Caterpillar (CAT) position steady in Q2 2026 at 22 shares worth $23.4K. The position accounts for 0.01% of the portfolio, ranked #400.

Elevated Capital Advisors first reported a position in CAT in Q4 2019 and has held it in 4 quarters since. The position peaked at $506K in Q4 2019. 4,033 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Elevated Capital Advisors held 22 shares of Caterpillar worth $23.4K as of Q2 2026.
  • Elevated Capital Advisors left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #400 holding.
  • Elevated Capital Advisors first reported a position in Caterpillar in Q4 2019 and has held it in 4 quarters since.
  • Elevated Capital Advisors's Caterpillar position peaked at $506K in Q4 2019.
  • 4,033 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.