IA
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Invested Advisors’s Caterpillar CAT Stock Holding History

Invested 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 		$662K Sell
622
-19
-3% -$16.7K 0.59% 40
2026
Q1 		$454K Buy
641
+26
+4% +$18K 0.46% 61
2025
Q4 		$352K Sell
615
-12
-2% -$6.67K 0.36% 83
2025
Q3 		$226K Buy
+627
New +$268K 0.33% 90

Other funds holding CAT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Invested Advisors's CAT Position: Q2 2026 in Review

Invested Advisors reduced its Caterpillar (CAT) stake by 3% in Q2 2026, selling an estimated $16.7K and leaving 622 shares worth $662K. The position accounts for 0.59% of the portfolio, ranked #40.

Invested Advisors first reported a position in CAT in Q3 2025 and has held it in 4 quarters since. 2,387 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Invested Advisors held 622 shares of Caterpillar worth $662K as of Q2 2026.
  • Invested Advisors sold 19 Caterpillar shares in Q2 2026, an estimated $16.7K.
  • Caterpillar made up 0.59% of Invested Advisors's portfolio in Q2 2026, its #40 holding.
  • Invested Advisors first reported a position in Caterpillar in Q3 2025 and has held it in 4 quarters since.
  • 2,387 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.