Private Advisor Group’s Caterpillar CAT Stock Holding History

Private Advisor Group’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
2023 Q4	–	Sell	-1,557,000	Closed	-$4.22M	–	2278
2023 Q3	$4.22M	Buy	+1,557,000	New	+$422M	0.04%	445

Other funds holding CAT

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Private Advisor Group's CAT Position: Q2 2026 in Review

Private Advisor Group reduced its Caterpillar (CAT) stake by 23% in Q2 2026, selling an estimated $17M and leaving 65,219 shares worth $69.5M. The position accounts for 0.32% of the portfolio, ranked #55.

Private Advisor Group first reported a position in CAT in Q4 2013 and has held it in 51 quarters since. 1,773 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Private Advisor Group held 65,219 shares of Caterpillar worth $69.5M as of Q2 2026.
Private Advisor Group sold 19,296 Caterpillar shares in Q2 2026, an estimated $17M.
Caterpillar made up 0.32% of Private Advisor Group's portfolio in Q2 2026, its #55 holding.
Private Advisor Group first reported a position in Caterpillar in Q4 2013 and has held it in 51 quarters since.
1,773 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.