GoalVest Advisory’s Caterpillar CAT Stock Holding History

GoalVest 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	$240K	Buy	225 +13	+6%	+$11.4K	0.04%	115
2026 Q1	$150K	Hold	212	–	–	0.03%	158
2025 Q4	$121K	Buy	212 +79	+59%	+$43.9K	0.02%	171
2025 Q3	$63.5K	Hold	133	–	–	0.01%	201
2025 Q2	$51.6K	Sell	133 -117	-47%	-$39K	0.01%	204
2025 Q1	$82.5K	Hold	250	–	–	0.02%	154
2024 Q4	$90.7K	Hold	250	–	–	0.02%	152
2024 Q3	$97.8K	Hold	250	–	–	0.03%	144
2024 Q2	$83.3K	Sell	250 -46	-16%	-$15.9K	0.03%	144
2024 Q1	$108K	Buy	296 +46	+18%	+$14.7K	0.04%	140
2023 Q4	$73.9K	Sell	250 -13	-5%	-$3.37K	0.03%	110
2023 Q3	$71.8K	Buy	263 +12	+5%	+$3.25K	0.04%	125
2023 Q2	$61.8K	Hold	251	–	–	0.03%	127
2023 Q1	$57.4K	Sell	251 -844	-77%	-$204K	0.03%	109
2022 Q4	$262K	Hold	1,095	–	–	0.17%	64
2022 Q3	$180K	Sell	1,095 -4,204	-79%	-$768K	0.13%	77
2022 Q2	$921K	Sell	5,299 -105	-2%	-$22.1K	0.58%	50
2022 Q1	$1.2M	Buy	+5,404	New	+$1.13M	0.68%	41
2021 Q2	$761K	Buy	3,497 +2,062	+144%	+$476K	0.47%	57
2021 Q1	$333K	Buy	+1,435	New	+$297K	0.25%	96

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

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

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

GoalVest Advisory's CAT Position: Q2 2026 in Review

GoalVest Advisory increased its Caterpillar (CAT) stake by 6.1% in Q2 2026, buying an estimated $11.4K and bringing the position to 225 shares worth $240K. The position accounts for 0.04% of the portfolio, ranked #115.

GoalVest Advisory first reported a position in CAT in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.2M in Q1 2022. 1,873 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

GoalVest Advisory held 225 shares of Caterpillar worth $240K as of Q2 2026.
GoalVest Advisory bought 13 Caterpillar shares in Q2 2026, an estimated $11.4K.
Caterpillar made up 0.04% of GoalVest Advisory's portfolio in Q2 2026, its #115 holding.
GoalVest Advisory first reported a position in Caterpillar in Q1 2021 and has held it in 20 quarters since.
GoalVest Advisory's Caterpillar position peaked at $1.2M in Q1 2022.
1,873 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.