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Emerald Advisors’s Caterpillar CAT Stock Holding History

Emerald 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 		$455K Buy
427
+3
+0.7% +$2.63K 0.06% 86
2026
Q1 		$300K Buy
424
+8
+2% +$5.54K 0.04% 95
2025
Q4 		$238K Buy
+416
New +$231K 0.03% 99

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
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Emerald Advisors's CAT Position: Q2 2026 in Review

Emerald Advisors increased its Caterpillar (CAT) stake by 0.71% in Q2 2026, buying an estimated $2.63K and bringing the position to 427 shares worth $455K. The position accounts for 0.06% of the portfolio, ranked #86.

Emerald Advisors first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 843 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Emerald Advisors held 427 shares of Caterpillar worth $455K as of Q2 2026.
  • Emerald Advisors bought 3 Caterpillar shares in Q2 2026, an estimated $2.63K.
  • Caterpillar made up 0.06% of Emerald Advisors's portfolio in Q2 2026, its #86 holding.
  • Emerald Advisors first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 843 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Emerald Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.