GSIAS
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Garden State Investment Advisory Services’s Caterpillar CAT Stock Holding History

Garden State Investment Advisory Services’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 		$1M Sell
939
-67
-7% -$58.9K 0.18% 108
2026
Q1 		$713K Buy
1,006
+5
+0.5% +$3.46K 0.16% 120
2025
Q4 		$574K Sell
1,001
-173
-15% -$96.2K 0.13% 138
2025
Q3 		$561K Sell
1,174
-114
-9% -$48.7K 0.12% 140
2025
Q2 		$501K Buy
1,288
+44
+4% +$14.7K 0.13% 144
2025
Q1 		$411K Sell
1,244
-8
-0.6% -$2.85K 0.13% 143
2024
Q4 		$455K Buy
1,252
+106
+9% +$41.1K 0.14% 133
2024
Q3 		$449K Sell
1,146
-74
-6% -$25.6K 0.14% 129
2024
Q2 		$407K Sell
1,220
-294
-19% -$102K 0.14% 133
2024
Q1 		$552K Buy
1,514
+70
+5% +$22.4K 0.2% 104
2023
Q4 		$427K Buy
1,444
+51
+4% +$13.2K 0.17% 122
2023
Q3 		$380K Buy
1,393
+94
+7% +$25.5K 0.17% 117
2023
Q2 		$320K Buy
1,299
+3
+0.2% +$669 0.13% 136
2023
Q1 		$297K Sell
1,296
-110
-8% -$26.6K 0.13% 139
2022
Q4 		$337K Buy
+1,406
New +$306K 0.2% 116

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Garden State Investment Advisory Services's CAT Position: Q2 2026 in Review

Garden State Investment Advisory Services reduced its Caterpillar (CAT) stake by 6.7% in Q2 2026, selling an estimated $58.9K and leaving 939 shares worth $1M. The position accounts for 0.18% of the portfolio, ranked #108.

Garden State Investment Advisory Services first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Garden State Investment Advisory Services held 939 shares of Caterpillar worth $1M as of Q2 2026.
  • Garden State Investment Advisory Services sold 67 Caterpillar shares in Q2 2026, an estimated $58.9K.
  • Caterpillar made up 0.18% of Garden State Investment Advisory Services's portfolio in Q2 2026, its #108 holding.
  • Garden State Investment Advisory Services first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.