GCA
CAT icon

Gradient Capital Advisors’s Caterpillar CAT Stock Holding History

Gradient Capital 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 		$1.11M Sell
1,044
-12
-1% -$10.5K 0.26% 70
2026
Q1 		$748K Sell
1,056
-64
-6% -$44.3K 0.19% 85
2025
Q4 		$641K Sell
1,120
-5
-0.4% -$2.78K 0.17% 93
2025
Q3 		$537K Sell
1,125
-8
-0.7% -$3.42K 0.14% 100
2025
Q2 		$440K Sell
1,133
-130
-10% -$43.3K 0.13% 106
2025
Q1 		$417K Sell
1,263
-42
-3% -$15K 0.14% 103
2024
Q4 		$474K Sell
1,305
-18
-1% -$6.98K 0.15% 94
2024
Q3 		$518K Sell
1,323
-52
-4% -$18K 0.17% 90
2024
Q2 		$458K Sell
1,375
-108
-7% -$37.4K 0.16% 95
2024
Q1 		$543K Sell
1,483
-146
-9% -$46.7K 0.2% 87
2023
Q4 		$482K Sell
1,629
-86
-5% -$22.3K 0.18% 91
2023
Q3 		$468K Sell
1,715
-59
-3% -$16K 0.2% 86
2023
Q2 		$436K Buy
1,774
+18
+1% +$4.01K 0.18% 91
2023
Q1 		$402K Buy
1,756
+1
+0.1% +$242 0.17% 93
2022
Q4 		$420K Hold
1,755
– – 0.19% 84
2022
Q3 		$288K Sell
1,755
-217
-11% -$39.6K 0.14% 102
2022
Q2 		$352K Buy
1,972
+1
+0.1% +$211 0.17% 90
2022
Q1 		$439K Buy
1,971
+559
+40% +$117K 0.19% 87
2021
Q4 		$292K Hold
1,412
– – 0.12% 101
2021
Q3 		$271K Buy
1,412
+60
+4% +$12.5K 0.12% 98
2021
Q2 		$294K Buy
1,352
+105
+8% +$24.3K 0.14% 97
2021
Q1 		$289K Buy
1,247
+47
+4% +$9.73K 0.15% 94
2020
Q4 		$218K Buy
+1,200
New +$203K 0.12% 98

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

Gradient Capital Advisors's CAT Position: Q2 2026 in Review

Gradient Capital Advisors reduced its Caterpillar (CAT) stake by 1.1% in Q2 2026, selling an estimated $10.5K and leaving 1,044 shares worth $1.11M. The position accounts for 0.26% of the portfolio, ranked #70.

Gradient Capital Advisors first reported a position in CAT in Q4 2020 and has held it in 23 quarters since. 837 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Gradient Capital Advisors held 1,044 shares of Caterpillar worth $1.11M as of Q2 2026.
  • Gradient Capital Advisors sold 12 Caterpillar shares in Q2 2026, an estimated $10.5K.
  • Caterpillar made up 0.26% of Gradient Capital Advisors's portfolio in Q2 2026, its #70 holding.
  • Gradient Capital Advisors first reported a position in Caterpillar in Q4 2020 and has held it in 23 quarters since.
  • 837 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.