Guerra Pan Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Other funds holding CAT
Guerra Pan Advisors's CAT Position: Q2 2026 in Review
Guerra Pan Advisors reduced its Caterpillar (CAT) stake by 9.8% in Q2 2026, selling an estimated $389K and leaving 4,090 shares worth $4.36M. The position accounts for 2.43% of the portfolio, ranked #13.
Guerra Pan Advisors first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 4,053 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Guerra Pan Advisors held 4,090 shares of Caterpillar worth $4.36M as of Q2 2026.
- Guerra Pan Advisors sold 443 Caterpillar shares in Q2 2026, an estimated $389K.
- Caterpillar made up 2.43% of Guerra Pan Advisors's portfolio in Q2 2026, its #13 holding.
- Guerra Pan Advisors first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
- 4,053 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Guerra Pan Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.