LA
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Latitude Advisors’s Caterpillar CAT Stock Holding History

Latitude 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 		$2.17M Sell
2,042
-38
-2% -$33.4K 0.87% 24
2026
Q1 		$1.47M Sell
2,080
-108
-5% -$74.8K 0.68% 34
2025
Q4 		$1.25M Sell
2,188
-34
-2% -$18.9K 0.55% 42
2025
Q3 		$1.06M Sell
2,222
-92
-4% -$39.3K 0.48% 51
2025
Q2 		$898K Buy
2,314
+278
+14% +$92.7K 0.45% 53
2025
Q1 		$671K Sell
2,036
-145
-7% -$51.6K 0.39% 61
2024
Q4 		$791K Sell
2,181
-26
-1% -$10.1K 0.45% 52
2024
Q3 		$863K Buy
2,207
+71
+3% +$24.5K 0.49% 51
2024
Q2 		$712K Buy
2,136
+88
+4% +$30.5K 0.43% 51
2024
Q1 		$750K Buy
2,048
+125
+7% +$40K 0.47% 41
2023
Q4 		$569K Buy
1,923
+6
+0.3% +$1.56K 0.4% 63
2023
Q3 		$523K Buy
1,917
+101
+6% +$27.4K 0.37% 61
2023
Q2 		$447K Buy
1,816
+91
+5% +$20.3K 0.31% 75
2023
Q1 		$395K Sell
1,725
-11
-0.6% -$2.66K 0.29% 98
2022
Q4 		$416K Sell
1,736
-222
-11% -$48.3K 0.31% 81
2022
Q3 		$321K Buy
1,958
+117
+6% +$21.4K 0.27% 92
2022
Q2 		$329K Sell
1,841
-3,605
-66% -$760K 0.3% 93
2022
Q1 		$1.21M Buy
5,446
+2,695
+98% +$565K 0.27% 81
2021
Q4 		$569K Buy
2,751
+53
+2% +$10.7K 0.16% 136
2021
Q3 		$518K Buy
2,698
+1,244
+86% +$259K 0.16% 131
2021
Q2 		$316K Buy
1,454
+140
+11% +$32.3K 0.23% 102
2021
Q1 		$305K Sell
1,314
-194
-13% -$40.2K 0.25% 102
2020
Q4 		$275K Buy
+1,508
New +$256K 0.24% 103

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Latitude Advisors's CAT Position: Q2 2026 in Review

Latitude Advisors reduced its Caterpillar (CAT) stake by 1.8% in Q2 2026, selling an estimated $33.4K and leaving 2,042 shares worth $2.17M. The position accounts for 0.87% of the portfolio, ranked #24.

Latitude Advisors first reported a position in CAT in Q4 2020 and has held it in 23 quarters since. 1,928 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Latitude Advisors held 2,042 shares of Caterpillar worth $2.17M as of Q2 2026.
  • Latitude Advisors sold 38 Caterpillar shares in Q2 2026, an estimated $33.4K.
  • Caterpillar made up 0.87% of Latitude Advisors's portfolio in Q2 2026, its #24 holding.
  • Latitude Advisors first reported a position in Caterpillar in Q4 2020 and has held it in 23 quarters since.
  • 1,928 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.