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Guardian Wealth Advisors (North Carolina)’s Caterpillar CAT Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$3.1M Sell
2,909
-1,193
-29% -$1.05M 0.17% 80
2026
Q1 		$2.91M Sell
4,102
-8
-0.2% -$5.54K 0.18% 80
2025
Q4 		$2.35M Sell
4,110
-37
-0.9% -$20.6K 0.15% 90
2025
Q3 		$1.98M Buy
4,147
+6
+0.1% +$2.56K 0.13% 103
2025
Q2 		$1.61M Buy
4,141
+86
+2% +$28.7K 0.11% 105
2025
Q1 		$1.34M Buy
4,055
+1,239
+44% +$441K 0.11% 105
2024
Q4 		$1.02M Buy
2,816
+796
+39% +$309K 0.08% 128
2024
Q3 		$790K Buy
2,020
+9
+0.4% +$3.11K 0.08% 124
2024
Q2 		$670K Sell
2,011
-52
-3% -$18K 0.08% 130
2024
Q1 		$756K Sell
2,063
-42
-2% -$13.4K 0.09% 120
2023
Q4 		$622K Sell
2,105
-106
-5% -$27.5K 0.09% 115
2023
Q3 		$604K Buy
2,211
+51
+2% +$13.8K 0.1% 109
2023
Q2 		$531K Sell
2,160
-5
-0.2% -$1.11K 0.09% 116
2023
Q1 		$496K Buy
2,165
+91
+4% +$22K 0.09% 116
2022
Q4 		$497K Buy
2,074
+143
+7% +$31.1K 0.1% 113
2022
Q3 		$317K Buy
1,931
+455
+31% +$83.1K 0.06% 140
2022
Q2 		$264K Sell
1,476
-237
-14% -$49.9K 0.05% 158
2022
Q1 		$382K Buy
+1,713
New +$359K 0.16% 106

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s CAT Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Caterpillar (CAT) stake by 29% in Q2 2026, selling an estimated $1.05M and leaving 2,909 shares worth $3.1M. The position accounts for 0.17% of the portfolio, ranked #80.

Guardian Wealth Advisors (North Carolina) first reported a position in CAT in Q1 2022 and has held it in 18 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 2,909 shares of Caterpillar worth $3.1M as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) sold 1,193 Caterpillar shares in Q2 2026, an estimated $1.05M.
  • Caterpillar made up 0.17% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #80 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Caterpillar in Q1 2022 and has held it in 18 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.