PKS Advisory Services’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Other funds holding CAT
PKS Advisory Services's CAT Position: Q2 2026 in Review
PKS Advisory Services increased its Caterpillar (CAT) stake by 131% in Q2 2026, buying an estimated $636K and bringing the position to 1,278 shares worth $1.36M. The position accounts for 0.22% of the portfolio, ranked #98.
PKS Advisory Services first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- PKS Advisory Services held 1,278 shares of Caterpillar worth $1.36M as of Q2 2026.
- PKS Advisory Services bought 724 Caterpillar shares in Q2 2026, an estimated $636K.
- Caterpillar made up 0.22% of PKS Advisory Services's portfolio in Q2 2026, its #98 holding.
- PKS Advisory Services first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
- 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.