MKT Advisors’s Caterpillar CAT Stock Holding History

MKT 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	$637K	Buy	678 +6	+0.9%	+$5.27K	0.2%	61
2026 Q1	$487K	Buy	672 +4	+0.6%	+$2.77K	0.16%	78
2025 Q4	$411K	Buy	668 +1	+0.1%	+$556	0.14%	100
2025 Q3	$321K	Sell	667 -23	-3%	-$9.82K	0.12%	122
2025 Q2	$270K	Buy	+690	New	+$230K	0.11%	134
2025 Q1	–	Sell	-684	Closed	-$264K	–	142
2024 Q4	$264K	Buy	684 +1	+0.1%	+$388	0.12%	119
2024 Q3	$269K	Buy	683 +2	+0.3%	+$691	0.13%	123
2024 Q2	$222K	Buy	681 +1	+0.1%	+$347	0.11%	133
2024 Q1	$253K	Buy	+680	New	+$217K	0.14%	118

Other funds holding CAT

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

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

COPPSERS

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

MKT Advisors's CAT Position: Q2 2026 in Review

MKT Advisors increased its Caterpillar (CAT) stake by 0.89% in Q2 2026, buying an estimated $5.27K and bringing the position to 678 shares worth $637K. The position accounts for 0.2% of the portfolio, ranked #61.

MKT Advisors first reported a position in CAT in Q1 2024 and has held it in 9 quarters since. 736 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

MKT Advisors held 678 shares of Caterpillar worth $637K as of Q2 2026.
MKT Advisors bought 6 Caterpillar shares in Q2 2026, an estimated $5.27K.
Caterpillar made up 0.2% of MKT Advisors's portfolio in Q2 2026, its #61 holding.
MKT Advisors first reported a position in Caterpillar in Q1 2024 and has held it in 9 quarters since.
736 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on MKT Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.