Global Assets Advisory’s Caterpillar CAT Stock Holding History

Global Assets Advisory’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	$2.61M	Buy	2,618 +1,599	+157%	+$1.4M	0.57%	41
2026 Q1	$722K	Buy	1,019 +10	+1%	+$6.93K	0.21%	88
2025 Q4	$578K	Sell	1,009 -5	-0.5%	-$2.78K	0.17%	132
2025 Q3	$484K	Sell	1,014 -20	-2%	-$8.54K	0.14%	151
2025 Q2	$404K	Sell	1,034 -916	-47%	-$305K	0.16%	133
2025 Q1	$589K	Buy	1,950 +1,300	+200%	+$463K	0.11%	151
2024 Q4	$234K	Sell	650 -110	-14%	-$42.7K	0.13%	136
2024 Q3	$298K	Buy	760 +100	+15%	+$34.5K	0.16%	129
2024 Q2	$220K	Sell	660 -21,164	-97%	-$7.34M	0.35%	55
2024 Q1	$60K	Buy	+21,824	New	+$6.98M	﹤0.01%	528

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Global Assets Advisory's CAT Position: Q2 2026 in Review

Global Assets Advisory increased its Caterpillar (CAT) stake by 157% in Q2 2026, buying an estimated $1.4M and bringing the position to 2,618 shares worth $2.61M. The position accounts for 0.57% of the portfolio, ranked #41.

Global Assets Advisory first reported a position in CAT in Q1 2024 and has held it in 10 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Global Assets Advisory held 2,618 shares of Caterpillar worth $2.61M as of Q2 2026.
Global Assets Advisory bought 1,599 Caterpillar shares in Q2 2026, an estimated $1.4M.
Caterpillar made up 0.57% of Global Assets Advisory's portfolio in Q2 2026, its #41 holding.
Global Assets Advisory first reported a position in Caterpillar in Q1 2024 and has held it in 10 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.