Petredis Investment Advisors’s Caterpillar CAT Stock Holding History

Petredis Investment 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	$8.22M	Sell	7,719 -10	-0.1%	-$8.79K	0.55%	40
2026 Q1	$5.48M	Sell	7,729 -71	-0.9%	-$49.2K	0.45%	48
2025 Q4	$4.47M	Sell	7,800 -88	-1%	-$48.9K	0.35%	60
2025 Q3	$3.76M	Sell	7,888 -68	-0.9%	-$29K	0.3%	64
2025 Q2	$3.09M	Buy	7,956 +88	+1%	+$29.3K	0.27%	67
2025 Q1	$2.59M	Buy	+7,868	New	+$2.8M	0.27%	68

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

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

ORIO

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

Petredis Investment Advisors's CAT Position: Q2 2026 in Review

Petredis Investment Advisors reduced its Caterpillar (CAT) stake by 0.13% in Q2 2026, selling an estimated $8.79K and leaving 7,719 shares worth $8.22M. The position accounts for 0.55% of the portfolio, ranked #40.

Petredis Investment Advisors first reported a position in CAT in Q1 2025 and has held it in 6 quarters since. 827 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Petredis Investment Advisors held 7,719 shares of Caterpillar worth $8.22M as of Q2 2026.
Petredis Investment Advisors sold 10 Caterpillar shares in Q2 2026, an estimated $8.79K.
Caterpillar made up 0.55% of Petredis Investment Advisors's portfolio in Q2 2026, its #40 holding.
Petredis Investment Advisors first reported a position in Caterpillar in Q1 2025 and has held it in 6 quarters since.
827 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Petredis Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.