Seven Mile Advisory’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Other funds holding CAT
Seven Mile Advisory's CAT Position: Q2 2026 in Review
Seven Mile Advisory reduced its Caterpillar (CAT) stake by 25% in Q2 2026, selling an estimated $109K and leaving 363 shares worth $387K. The position accounts for 0.26% of the portfolio, ranked #79.
Seven Mile Advisory first reported a position in CAT in Q2 2025 and has held it in 5 quarters since. The position peaked at $579K in Q4 2025. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Seven Mile Advisory held 363 shares of Caterpillar worth $387K as of Q2 2026.
- Seven Mile Advisory sold 124 Caterpillar shares in Q2 2026, an estimated $109K.
- Caterpillar made up 0.26% of Seven Mile Advisory's portfolio in Q2 2026, its #79 holding.
- Seven Mile Advisory first reported a position in Caterpillar in Q2 2025 and has held it in 5 quarters since.
- Seven Mile Advisory's Caterpillar position peaked at $579K in Q4 2025.
- 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Seven Mile Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.