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Moss Adams Wealth Advisors’s Caterpillar CAT Stock Holding History

Moss Adams Wealth 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 		$1.53M Buy
1,441
+48
+3% +$42.2K 0.1% 70
2026
Q1 		$987K Buy
1,393
+85
+6% +$58.9K 0.07% 83
2025
Q4 		$749K Buy
1,308
+279
+27% +$155K 0.05% 103
2025
Q3 		$491K Buy
1,029
+117
+13% +$49.9K 0.04% 130
2025
Q2 		$354K Sell
912
-285
-24% -$95K 0.03% 173
2025
Q1 		$395K Sell
1,197
-11
-0.9% -$3.92K 0.04% 136
2024
Q4 		$438K Buy
1,208
+106
+10% +$41.1K 0.05% 113
2024
Q3 		$431K Buy
1,102
+110
+11% +$38K 0.05% 104
2024
Q2 		$330K Buy
992
+221
+29% +$76.6K 0.05% 111
2024
Q1 		$283K Sell
771
-330
-30% -$105K 0.05% 111
2023
Q4 		$326K Buy
1,101
+210
+24% +$54.5K 0.07% 74
2023
Q3 		$243K Buy
+891
New +$242K 0.08% 82

Other funds holding CAT

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
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Moss Adams Wealth Advisors's CAT Position: Q2 2026 in Review

Moss Adams Wealth Advisors increased its Caterpillar (CAT) stake by 3.4% in Q2 2026, buying an estimated $42.2K and bringing the position to 1,441 shares worth $1.53M. The position accounts for 0.1% of the portfolio, ranked #70.

Moss Adams Wealth Advisors first reported a position in CAT in Q3 2023 and has held it in 12 quarters since. 1,506 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Moss Adams Wealth Advisors held 1,441 shares of Caterpillar worth $1.53M as of Q2 2026.
  • Moss Adams Wealth Advisors bought 48 Caterpillar shares in Q2 2026, an estimated $42.2K.
  • Caterpillar made up 0.1% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #70 holding.
  • Moss Adams Wealth Advisors first reported a position in Caterpillar in Q3 2023 and has held it in 12 quarters since.
  • 1,506 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.