SAM Advisors’s Caterpillar CAT Stock Holding History

SAM 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	$1.64M	Hold	1,540	–	–	0.45%	25
2026 Q1	$1.09M	Hold	1,540	–	–	0.34%	29
2025 Q4	$882K	Hold	1,540	–	–	0.28%	28
2025 Q3	$735K	Hold	1,540	–	–	0.24%	30
2025 Q2	$598K	Hold	1,540	–	–	0.21%	31
2025 Q1	$508K	Hold	1,540	–	–	0.19%	31
2024 Q4	$559K	Hold	1,540	–	–	0.2%	32
2024 Q3	$602K	Hold	1,540	–	–	0.22%	28
2024 Q2	$513K	Hold	1,540	–	–	0.19%	31
2024 Q1	$564K	Hold	1,540	–	–	0.21%	29
2023 Q4	$455K	Hold	1,540	–	–	0.18%	28
2023 Q3	$420K	Hold	1,540	–	–	0.18%	29
2023 Q2	$379K	Hold	1,540	–	–	0.16%	28
2023 Q1	$352K	Hold	1,540	–	–	0.16%	27
2022 Q4	$369K	Hold	1,540	–	–	0.16%	29
2022 Q3	$253K	Hold	1,540	–	–	0.12%	35
2022 Q2	$276K	Hold	1,540	–	–	0.14%	33
2022 Q1	$343K	Buy	+1,540	New	+$323K	0.15%	32

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

SAM Advisors's CAT Position: Q2 2026 in Review

SAM Advisors held its Caterpillar (CAT) position steady in Q2 2026 at 1,540 shares worth $1.64M. The position accounts for 0.45% of the portfolio, ranked #25.

SAM Advisors first reported a position in CAT in Q1 2022 and has held it in 18 quarters since. 4,053 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

SAM Advisors held 1,540 shares of Caterpillar worth $1.64M as of Q2 2026.
SAM Advisors left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.45% of SAM Advisors's portfolio in Q2 2026, its #25 holding.
SAM Advisors first reported a position in Caterpillar in Q1 2022 and has held it in 18 quarters since.
4,053 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on SAM Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.