Resonant Capital Advisors’s Caterpillar CAT Stock Holding History

Resonant Capital 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	$3.13M	Buy	2,943 +36	+1%	+$31.6K	0.15%	103
2026 Q1	$2.06M	Buy	2,907 +331	+13%	+$229K	0.11%	124
2025 Q4	$1.48M	Buy	2,576 +15	+0.6%	+$8.34K	0.08%	136
2025 Q3	$1.22M	Buy	2,561 +86	+3%	+$36.7K	0.07%	153
2025 Q2	$961K	Buy	2,475 +670	+37%	+$223K	0.06%	163
2025 Q1	$595K	Sell	1,805 -21	-1%	-$7.48K	0.04%	195
2024 Q4	$662K	Buy	1,826 +65	+4%	+$25.2K	0.05%	178
2024 Q3	$689K	Buy	1,761 +73	+4%	+$25.2K	0.05%	184
2024 Q2	$562K	Buy	1,688 +86	+5%	+$29.8K	0.05%	190
2024 Q1	$587K	Buy	1,602 +279	+21%	+$89.2K	0.05%	183
2023 Q4	$391K	Buy	1,323 +56	+4%	+$14.5K	0.04%	203
2023 Q3	$346K	Buy	1,267 +211	+20%	+$57.2K	0.04%	202
2023 Q2	$260K	Buy	+1,056	New	+$235K	0.03%	226

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

Resonant Capital Advisors's CAT Position: Q2 2026 in Review

Resonant Capital Advisors increased its Caterpillar (CAT) stake by 1.2% in Q2 2026, buying an estimated $31.6K and bringing the position to 2,943 shares worth $3.13M. The position accounts for 0.15% of the portfolio, ranked #103.

Resonant Capital Advisors first reported a position in CAT in Q2 2023 and has held it in 13 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Resonant Capital Advisors held 2,943 shares of Caterpillar worth $3.13M as of Q2 2026.
Resonant Capital Advisors bought 36 Caterpillar shares in Q2 2026, an estimated $31.6K.
Caterpillar made up 0.15% of Resonant Capital Advisors's portfolio in Q2 2026, its #103 holding.
Resonant Capital Advisors first reported a position in Caterpillar in Q2 2023 and has held it in 13 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.