Holland Advisory Services’s Caterpillar CAT Stock Holding History

Holland Advisory Services’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	$921K	Hold	865	–	–	1.02%	14
2026 Q1	$613K	Buy	865 +1	+0.1%	+$693	0.82%	15
2025 Q4	$495K	Hold	864	–	–	0.67%	18
2025 Q3	$412K	Hold	864	–	–	0.57%	24
2025 Q2	$335K	Buy	864 +1	+0.1%	+$333	0.49%	29
2025 Q1	$285K	Hold	863	–	–	0.43%	30
2024 Q4	$313K	Buy	863 +1	+0.1%	+$388	0.41%	30
2024 Q3	$337K	Hold	862	–	–	0.44%	30
2024 Q2	$287K	Buy	862 +1	+0.1%	+$347	0.35%	34
2024 Q1	$316K	Buy	861 +5	+0.6%	+$1.6K	0.35%	31
2023 Q4	$253K	Buy	856 +69	+9%	+$17.9K	0.29%	35
2023 Q3	$215K	Buy	+787	New	+$214K	0.27%	34

Other funds holding CAT

SMDAM

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

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

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Holland Advisory Services's CAT Position: Q2 2026 in Review

Holland Advisory Services held its Caterpillar (CAT) position steady in Q2 2026 at 865 shares worth $921K. The position accounts for 1.02% of the portfolio, ranked #14.

Holland Advisory Services first reported a position in CAT in Q3 2023 and has held it in 12 quarters since. 976 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Holland Advisory Services held 865 shares of Caterpillar worth $921K as of Q2 2026.
Holland Advisory Services left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 1.02% of Holland Advisory Services's portfolio in Q2 2026, its #14 holding.
Holland Advisory Services first reported a position in Caterpillar in Q3 2023 and has held it in 12 quarters since.
976 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Holland Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.