Helium Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Other funds holding CAT
Helium Advisors's CAT Position: Q2 2026 in Review
Helium Advisors opened a new position in Caterpillar (CAT) in Q2 2026: 225 shares worth $239K. The stake represents 0.2% of the portfolio and ranks #92 among its holdings. This is a return to the name: Helium Advisors previously reported a position in CAT as recently as Q3 2025.
Helium Advisors first reported a position in CAT in Q4 2024 and has held it in 5 quarters since. The position peaked at $301K in Q2 2025. 4,033 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Helium Advisors held 225 shares of Caterpillar worth $239K as of Q2 2026.
- Caterpillar was a new Helium Advisors position in Q2 2026.
- Caterpillar made up 0.2% of Helium Advisors's portfolio in Q2 2026, its #92 holding.
- Helium Advisors first reported a position in Caterpillar in Q4 2024 and has held it in 5 quarters since.
- Helium Advisors's Caterpillar position peaked at $301K in Q2 2025.
- 4,033 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Helium Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.