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Realta Investment Advisors’s Caterpillar CAT Stock Holding History

Realta 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 		$2.47M Sell
2,320
-128
-5% -$112K 0.77% 32
2026
Q1 		$1.73M Sell
2,448
-366
-13% -$253K 0.6% 44
2025
Q4 		$1.61M Sell
2,814
-240
-8% -$133K 0.53% 46
2025
Q3 		$1.46M Buy
3,054
+326
+12% +$139K 0.49% 48
2025
Q2 		$1.06M Buy
2,728
+70
+3% +$23.3K 0.42% 58
2025
Q1 		$877K Buy
2,658
+270
+11% +$96.2K 0.4% 62
2024
Q4 		$869K Sell
2,388
-41
-2% -$15.9K 0.36% 60
2024
Q3 		$957K Sell
2,429
-2,118
-47% -$731K 0.44% 52
2024
Q2 		$1.51M Buy
4,547
+173
+4% +$60K 0.3% 75
2024
Q1 		$1.6M Sell
4,374
-229
-5% -$73.2K 0.33% 67
2023
Q4 		$1.36M Sell
4,603
-1,048
-19% -$272K 0.31% 73
2023
Q3 		$1.39M Sell
5,651
-150
-3% -$40.7K 0.32% 68
2023
Q2 		$1.43M Sell
5,801
-491
-8% -$109K 0.31% 70
2023
Q1 		$1.44M Buy
6,292
+160
+3% +$38.7K 0.35% 74
2022
Q4 		$1.47M Buy
6,132
+36
+0.6% +$7.84K 0.36% 62
2022
Q3 		$1M Buy
6,096
+75
+1% +$13.7K 0.26% 90
2022
Q2 		$1.07M Buy
6,021
+315
+6% +$66.4K 0.26% 90
2022
Q1 		$1.27M Buy
5,706
+1,109
+24% +$233K 0.25% 89
2021
Q4 		$950K Buy
4,597
+433
+10% +$87.2K 0.21% 120
2021
Q3 		$799K Sell
4,164
-78
-2% -$16.2K 0.19% 135
2021
Q2 		$923K Sell
4,242
-330
-7% -$76.2K 0.22% 118
2021
Q1 		$1.06M Sell
4,572
-729
-14% -$151K 0.28% 93
2020
Q4 		$965K Buy
5,301
+599
+13% +$102K 0.27% 83
2020
Q3 		$701K Buy
4,702
+1,313
+39% +$184K 0.23% 99
2020
Q2 		$429K Buy
3,389
+88
+3% +$10.4K 0.14% 188
2020
Q1 		$383K Sell
3,301
-1,958
-37% -$250K 0.16% 168
2019
Q4 		$758K Buy
5,259
+448
+9% +$62.5K 0.21% 118
2019
Q3 		$610K Buy
4,811
+172
+4% +$21.9K 0.17% 144
2019
Q2 		$634K Sell
4,639
-1,430
-24% -$189K 0.18% 143
2019
Q1 		$824K Buy
+6,069
New +$806K 0.38% 68

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

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

Realta Investment Advisors reduced its Caterpillar (CAT) stake by 5.2% in Q2 2026, selling an estimated $112K and leaving 2,320 shares worth $2.47M. The position accounts for 0.77% of the portfolio, ranked #32.

Realta Investment Advisors first reported a position in CAT in Q1 2019 and has held it in 30 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Realta Investment Advisors held 2,320 shares of Caterpillar worth $2.47M as of Q2 2026.
  • Realta Investment Advisors sold 128 Caterpillar shares in Q2 2026, an estimated $112K.
  • Caterpillar made up 0.77% of Realta Investment Advisors's portfolio in Q2 2026, its #32 holding.
  • Realta Investment Advisors first reported a position in Caterpillar in Q1 2019 and has held it in 30 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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