Guardian Asset Advisors’s Caterpillar CAT Stock Holding History

Guardian Asset 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	$2.01M	Buy	1,888 +32	+2%	+$28.1K	0.93%	28
2026 Q1	$1.32M	Sell	1,856 -46	-2%	-$31.9K	0.77%	34
2025 Q4	$1.09M	Sell	1,902 -48	-2%	-$26.7K	0.57%	37
2025 Q3	$930K	Buy	1,950 +16	+0.8%	+$6.83K	0.5%	44
2025 Q2	$751K	Sell	1,934 -6	-0.3%	-$2K	0.43%	47
2025 Q1	$640K	Buy	1,940 +31	+2%	+$11K	0.42%	46
2024 Q4	$692K	Hold	1,909	–	–	0.44%	44
2024 Q3	$747K	Sell	1,909 -8	-0.4%	-$2.76K	0.51%	41
2024 Q2	$638K	Sell	1,917 -39	-2%	-$13.5K	0.47%	40
2024 Q1	$717K	Buy	1,956 +1	+0.1%	+$320	0.59%	35
2023 Q4	$578K	Buy	+1,955	New	+$507K	0.54%	39

Other funds holding CAT

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

SMDAM

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Guardian Asset Advisors's CAT Position: Q2 2026 in Review

Guardian Asset Advisors increased its Caterpillar (CAT) stake by 1.7% in Q2 2026, buying an estimated $28.1K and bringing the position to 1,888 shares worth $2.01M. The position accounts for 0.93% of the portfolio, ranked #28.

Guardian Asset Advisors first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 1,506 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Guardian Asset Advisors held 1,888 shares of Caterpillar worth $2.01M as of Q2 2026.
Guardian Asset Advisors bought 32 Caterpillar shares in Q2 2026, an estimated $28.1K.
Caterpillar made up 0.93% of Guardian Asset Advisors's portfolio in Q2 2026, its #28 holding.
Guardian Asset Advisors first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
1,506 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Guardian Asset Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.