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Roehl & Yi Investment Advisors’s Caterpillar CAT Stock Holding History

Roehl & Yi 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 		$602K Sell
565
-36
-6% -$31.6K 0.2% 102
2026
Q1 		$426K Sell
601
-12
-2% -$8.31K 0.16% 103
2025
Q4 		$351K Sell
613
-3
-0.5% -$1.67K 0.14% 120
2025
Q3 		$294K Hold
616
– – 0.13% 128
2025
Q2 		$239K Buy
+616
New +$205K 0.12% 128
2025
Q1 		– Sell
-703
Closed -$255K – 157
2024
Q4 		$255K Buy
+703
New +$273K 0.14% 122

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Roehl & Yi Investment Advisors's CAT Position: Q2 2026 in Review

Roehl & Yi Investment Advisors reduced its Caterpillar (CAT) stake by 6% in Q2 2026, selling an estimated $31.6K and leaving 565 shares worth $602K. The position accounts for 0.2% of the portfolio, ranked #102.

Roehl & Yi Investment Advisors first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. 4,039 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Roehl & Yi Investment Advisors held 565 shares of Caterpillar worth $602K as of Q2 2026.
  • Roehl & Yi Investment Advisors sold 36 Caterpillar shares in Q2 2026, an estimated $31.6K.
  • Caterpillar made up 0.2% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #102 holding.
  • Roehl & Yi Investment Advisors first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
  • 4,039 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.