KA
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Kovack Advisors’s Caterpillar CAT Stock Holding History

Kovack 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
2019
Q1 		– Sell
-2
Closed -$1K – 466
2018
Q4 		$1K Hold
2
– – ﹤0.01% 419
2018
Q3 		$2K Buy
+2
New +$283 ﹤0.01% 444
2016
Q4 		– Sell
-3,972
Closed -$353K – 270
2016
Q3 		$353K Buy
+3,972
New +$325K 0.17% 144
2016
Q2 		– Sell
-12
Closed -$4K – 270
2016
Q1 		$4K Buy
+12
New +$805 ﹤0.01% 230

Other funds holding CAT

New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Kovack Advisors's CAT Position: Q2 2026 in Review

Kovack Advisors increased its Caterpillar (CAT) stake by 8.3% in Q2 2026, buying an estimated $557K and bringing the position to 8,311 shares worth $8.53M. The position accounts for 0.41% of the portfolio, ranked #44.

Kovack Advisors first reported a position in CAT in Q2 2015 and has held it in 44 quarters since. 1,773 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Kovack Advisors held 8,311 shares of Caterpillar worth $8.53M as of Q2 2026.
  • Kovack Advisors bought 634 Caterpillar shares in Q2 2026, an estimated $557K.
  • Caterpillar made up 0.41% of Kovack Advisors's portfolio in Q2 2026, its #44 holding.
  • Kovack Advisors first reported a position in Caterpillar in Q2 2015 and has held it in 44 quarters since.
  • 1,773 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.