Financial Security Advisor’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Other funds holding CAT
Financial Security Advisor's CAT Position: Q2 2026 in Review
Financial Security Advisor increased its Caterpillar (CAT) stake by 3.9% in Q2 2026, buying an estimated $19.3K and bringing the position to 581 shares worth $618K. The position accounts for 0.1% of the portfolio, ranked #86.
Financial Security Advisor first reported a position in CAT in Q3 2024 and has held it in 5 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Financial Security Advisor held 581 shares of Caterpillar worth $618K as of Q2 2026.
- Financial Security Advisor bought 22 Caterpillar shares in Q2 2026, an estimated $19.3K.
- Caterpillar made up 0.1% of Financial Security Advisor's portfolio in Q2 2026, its #86 holding.
- Financial Security Advisor first reported a position in Caterpillar in Q3 2024 and has held it in 5 quarters since.
- 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Financial Security Advisor's 13F filing for Q2 2026, filed 11 Aug 2026.