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Providence Financial Advisors’s Caterpillar CAT Stock Holding History

Providence Financial 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 		$3.51M Sell
3,297
-1
-0% -$878 2% 11
2026
Q1 		$2.34M Buy
3,298
+26
+0.8% +$18K 1.33% 13
2025
Q4 		$1.87M Hold
3,272
– – 1.87% 10
2025
Q3 		$1.56M Buy
+3,272
New +$1.4M 1.49% 12

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Providence Financial Advisors's CAT Position: Q2 2026 in Review

Providence Financial Advisors reduced its Caterpillar (CAT) stake by 0.03% in Q2 2026, selling an estimated $878 and leaving 3,297 shares worth $3.51M. The position accounts for 2% of the portfolio, ranked #11.

Providence Financial Advisors first reported a position in CAT in Q3 2025 and has held it in 4 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Providence Financial Advisors held 3,297 shares of Caterpillar worth $3.51M as of Q2 2026.
  • Providence Financial Advisors sold 1 Caterpillar share in Q2 2026, an estimated $878.
  • Caterpillar made up 2% of Providence Financial Advisors's portfolio in Q2 2026, its #11 holding.
  • Providence Financial Advisors first reported a position in Caterpillar in Q3 2025 and has held it in 4 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Providence Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.