Myriad Asset Management Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Other funds holding CAT
Myriad Asset Management Advisors's CAT Position: Q2 2026 in Review
Myriad Asset Management Advisors reduced its Caterpillar (CAT) stake by 19% in Q2 2026, selling an estimated $1M and leaving 4,836 shares worth $5.15M. The position accounts for 1.22% of the portfolio, ranked #20.
Myriad Asset Management Advisors first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 4,039 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Myriad Asset Management Advisors held 4,836 shares of Caterpillar worth $5.15M as of Q2 2026.
- Myriad Asset Management Advisors sold 1,142 Caterpillar shares in Q2 2026, an estimated $1M.
- Caterpillar made up 1.22% of Myriad Asset Management Advisors's portfolio in Q2 2026, its #20 holding.
- Myriad Asset Management Advisors first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
- 4,039 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Myriad Asset Management Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.