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Secured Retirement Advisors’s Caterpillar CAT Stock Holding History

Secured Retirement 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 		$3.25M Buy
3,048
+1,286
+73% +$1.13M 1.67% 8
2026
Q1 		$1.25M Sell
1,762
-793
-31% -$549K 0.71% 45
2025
Q4 		$1.46M Sell
2,555
-1,243
-33% -$691K 0.82% 41
2025
Q3 		$1.81M Sell
3,798
-209
-5% -$89.2K 1.01% 27
2025
Q2 		$1.56M Sell
4,007
-317
-7% -$106K 0.93% 36
2025
Q1 		$1.43M Sell
4,324
-7,512
-63% -$2.68M 0.92% 33
2024
Q4 		$4.29M Buy
11,836
+3,643
+44% +$1.41M 2.46% 3
2024
Q3 		$3.2M Buy
8,193
+250
+3% +$86.3K 2.31% 6
2024
Q2 		$2.65M Buy
7,943
+595
+8% +$206K 2.06% 7
2024
Q1 		$2.69M Sell
7,348
-261
-3% -$83.4K 2.28% 7
2023
Q4 		$2.25M Buy
+7,609
New +$1.97M 2.16% 8

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

Secured Retirement Advisors's CAT Position: Q2 2026 in Review

Secured Retirement Advisors increased its Caterpillar (CAT) stake by 73% in Q2 2026, buying an estimated $1.13M and bringing the position to 3,048 shares worth $3.25M. The position accounts for 1.67% of the portfolio, ranked #8.

Secured Retirement Advisors first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.29M in Q4 2024. 4,033 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Secured Retirement Advisors held 3,048 shares of Caterpillar worth $3.25M as of Q2 2026.
  • Secured Retirement Advisors bought 1,286 Caterpillar shares in Q2 2026, an estimated $1.13M.
  • Caterpillar made up 1.67% of Secured Retirement Advisors's portfolio in Q2 2026, its #8 holding.
  • Secured Retirement Advisors first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
  • Secured Retirement Advisors's Caterpillar position peaked at $4.29M in Q4 2024.
  • 4,033 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.