Powers Advisory Group’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
$350K Sell
328
-4
-1% -$3.51K 0.11% 102
2026
Q1
$235K Sell
332
-40
-11% -$27.7K 0.08% 119
2025
Q4
$213K Buy
+372
New +$207K 0.08% 121

Other funds holding CAT

Powers Advisory Group's CAT Position: Q2 2026 in Review

Powers Advisory Group reduced its Caterpillar (CAT) stake by 1.2% in Q2 2026, selling an estimated $3.51K and leaving 328 shares worth $350K. The position accounts for 0.11% of the portfolio, ranked #102.

Powers Advisory Group first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Powers Advisory Group held 328 shares of Caterpillar worth $350K as of Q2 2026.
  • Powers Advisory Group sold 4 Caterpillar shares in Q2 2026, an estimated $3.51K.
  • Caterpillar made up 0.11% of Powers Advisory Group's portfolio in Q2 2026, its #102 holding.
  • Powers Advisory Group first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Powers Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.