GSG Advisors’s Caterpillar CAT Stock Holding History

GSG 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	$497K	Buy	467 +19	+4%	+$16.7K	0.11%	84
2026 Q1	$317K	Buy	448 +33	+8%	+$22.9K	0.08%	96
2025 Q4	$238K	Buy	+415	New	+$231K	0.06%	115

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

GSG Advisors's CAT Position: Q2 2026 in Review

GSG Advisors increased its Caterpillar (CAT) stake by 4.2% in Q2 2026, buying an estimated $16.7K and bringing the position to 467 shares worth $497K. The position accounts for 0.11% of the portfolio, ranked #84.

GSG Advisors first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 4,047 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

GSG Advisors held 467 shares of Caterpillar worth $497K as of Q2 2026.
GSG Advisors bought 19 Caterpillar shares in Q2 2026, an estimated $16.7K.
Caterpillar made up 0.11% of GSG Advisors's portfolio in Q2 2026, its #84 holding.
GSG Advisors first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
4,047 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on GSG Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.