OpenArc Corporate Advisory’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$15.7M Buy
14,720
+454
+3% +$399K 0.19% 91
2026
Q1
$10.1M Buy
14,266
+681
+5% +$472K 0.14% 103
2025
Q4
$7.78M Buy
+13,585
New +$7.55M 0.13% 106

Other funds holding CAT

OpenArc Corporate Advisory's CAT Position: Q2 2026 in Review

OpenArc Corporate Advisory increased its Caterpillar (CAT) stake by 3.2% in Q2 2026, buying an estimated $399K and bringing the position to 14,720 shares worth $15.7M. The position accounts for 0.19% of the portfolio, ranked #91.

OpenArc Corporate Advisory first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 4,033 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • OpenArc Corporate Advisory held 14,720 shares of Caterpillar worth $15.7M as of Q2 2026.
  • OpenArc Corporate Advisory bought 454 Caterpillar shares in Q2 2026, an estimated $399K.
  • Caterpillar made up 0.19% of OpenArc Corporate Advisory's portfolio in Q2 2026, its #91 holding.
  • OpenArc Corporate Advisory first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 4,033 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on OpenArc Corporate Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.