Register Financial Advisors’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	$1.48M	Buy	1,388 +64	+5%	+$56.2K	0.45%	68
2026 Q1	$938K	Hold	1,324	–	–	0.35%	79
2025 Q4	$758K	Buy	1,324 +282	+27%	+$157K	0.3%	92
2025 Q3	$497K	Buy	1,042 +4	+0.4%	+$1.71K	0.2%	109
2025 Q2	$403K	Hold	1,038	–	–	0.18%	121
2025 Q1	$342K	Sell	1,038 -41	-4%	-$14.6K	0.18%	128
2024 Q4	$391K	Sell	1,079 -45	-4%	-$17.5K	0.2%	115
2024 Q3	$439K	Buy	1,124 +1	+0.1%	+$345	0.23%	107
2024 Q2	$374K	Hold	1,123	–	–	0.19%	116
2024 Q1	$411K	Buy	1,123 +14	+1%	+$4.47K	0.21%	108
2023 Q4	$328K	Buy	1,109 +1	+0.1%	+$259	0.22%	111
2023 Q3	$303K	Sell	1,108 -133	-11%	-$36.1K	0.22%	97
2023 Q2	$305K	Sell	1,241 -50	-4%	-$11.1K	0.22%	102
2023 Q1	$296K	Sell	1,291 -450	-26%	-$109K	0.23%	102
2022 Q4	$417K	Buy	+1,741	New	+$379K	0.27%	96

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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

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

Register Financial Advisors increased its Caterpillar (CAT) stake by 4.8% in Q2 2026, buying an estimated $56.2K and bringing the position to 1,388 shares worth $1.48M. The position accounts for 0.45% of the portfolio, ranked #68.

Register Financial Advisors first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Register Financial Advisors held 1,388 shares of Caterpillar worth $1.48M as of Q2 2026.
Register Financial Advisors bought 64 Caterpillar shares in Q2 2026, an estimated $56.2K.
Caterpillar made up 0.45% of Register Financial Advisors's portfolio in Q2 2026, its #68 holding.
Register Financial Advisors first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Register Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.