Elevation Advisory Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Other funds holding CAT
Elevation Advisory Partners's CAT Position: Q2 2026 in Review
Elevation Advisory Partners reduced its Caterpillar (CAT) stake by 1.3% in Q2 2026, selling an estimated $35.1K and leaving 3,040 shares worth $2.63M. The position accounts for 2.69% of the portfolio, ranked #7.
Elevation Advisory Partners first reported a position in CAT in Q1 2026 and has held it in 2 quarters since. 4,025 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Elevation Advisory Partners held 3,040 shares of Caterpillar worth $2.63M as of Q2 2026.
- Elevation Advisory Partners sold 40 Caterpillar shares in Q2 2026, an estimated $35.1K.
- Caterpillar made up 2.69% of Elevation Advisory Partners's portfolio in Q2 2026, its #7 holding.
- Elevation Advisory Partners first reported a position in Caterpillar in Q1 2026 and has held it in 2 quarters since.
- 4,025 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Elevation Advisory Partners's 13F filing for Q2 2026, filed 13 Aug 2026.