Mutual Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Other funds holding CAT
Mutual Advisors's CAT Position: Q2 2026 in Review
Mutual Advisors increased its Caterpillar (CAT) stake by 7% in Q2 2026, buying an estimated $1.2M and bringing the position to 20,683 shares worth $22M. The position accounts for 0.41% of the portfolio, ranked #37.
Mutual Advisors first reported a position in CAT in Q4 2017 and has held it in 35 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Mutual Advisors held 20,683 shares of Caterpillar worth $22M as of Q2 2026.
- Mutual Advisors bought 1,362 Caterpillar shares in Q2 2026, an estimated $1.2M.
- Caterpillar made up 0.41% of Mutual Advisors's portfolio in Q2 2026, its #37 holding.
- Mutual Advisors first reported a position in Caterpillar in Q4 2017 and has held it in 35 quarters since.
- 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.