SIA
CAT icon

Serenity Investment Advisors’s Caterpillar CAT Stock Holding History

Serenity 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 		$222K Buy
272
+7
+3% +$6.15K 0.09% 71
2026
Q1 		$233K Buy
+265
New +$184K 0.11% 64

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

Serenity Investment Advisors's CAT Position: Q2 2026 in Review

Serenity Investment Advisors increased its Caterpillar (CAT) stake by 2.6% in Q2 2026, buying an estimated $6.15K and bringing the position to 272 shares worth $222K. The position accounts for 0.09% of the portfolio, ranked #71.

Serenity Investment Advisors first reported a position in CAT in Q1 2026 and has held it in 2 quarters since. The position peaked at $233K in Q1 2026. 4,042 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Serenity Investment Advisors held 272 shares of Caterpillar worth $222K as of Q2 2026.
  • Serenity Investment Advisors bought 7 Caterpillar shares in Q2 2026, an estimated $6.15K.
  • Caterpillar made up 0.09% of Serenity Investment Advisors's portfolio in Q2 2026, its #71 holding.
  • Serenity Investment Advisors first reported a position in Caterpillar in Q1 2026 and has held it in 2 quarters since.
  • Serenity Investment Advisors's Caterpillar position peaked at $233K in Q1 2026.
  • 4,042 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Serenity Investment Advisors's 13F filing for Q2 2026, filed 24 Aug 2026.