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Signature Estate & Investment Advisors’s Caterpillar CAT Stock Holding History

Signature Estate & 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 		$1.81M Sell
1,701
-172
-9% -$151K 0.03% 186
2026
Q1 		$1.33M Buy
1,873
+132
+8% +$91.4K 0.03% 223
2025
Q4 		$997K Buy
1,741
+197
+13% +$109K 0.02% 256
2025
Q3 		$737K Sell
1,544
-3
-0.2% -$1.28K 0.02% 302
2025
Q2 		$600K Sell
1,547
-133
-8% -$44.3K 0.01% 327
2025
Q1 		$554K Buy
1,680
+44
+3% +$15.7K 0.01% 321
2024
Q4 		$593K Sell
1,636
-362
-18% -$140K 0.01% 299
2024
Q3 		$781K Sell
1,998
-4
-0.2% -$1.38K 0.02% 237
2024
Q2 		$667K Buy
+2,002
New +$694K 0.02% 255
2019
Q3 		– Sell
-2,362
Closed -$322K – 154
2019
Q2 		$322K Sell
2,362
-2,787
-54% -$368K 0.02% 130
2019
Q1 		$697K Sell
5,149
-158,063
-97% -$21M 0.05% 111
2018
Q4 		$20.7M Buy
163,212
+8,217
+5% +$1.07M 1.83% 18
2018
Q3 		$23.6M Buy
154,995
+20,325
+15% +$2.87M 2.13% 12
2018
Q2 		$18.3M Buy
134,670
+6,880
+5% +$1.03M 1.72% 24
2018
Q1 		$18.8M Sell
127,790
-13,230
-9% -$2.09M 1.9% 20
2017
Q4 		$22.2M Sell
141,020
-10,471
-7% -$1.45M 2.27% 10
2017
Q3 		$18.9M Buy
151,491
+5,221
+4% +$601K 2.11% 11
2017
Q2 		$15.7M Buy
+146,270
New +$14.9M 1.86% 21
2013
Q3 		– Sell
-35,812
Closed -$2.95M – 53
2013
Q2 		$2.95M Buy
+35,812
New +$3.05M 2.13% 22

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Signature Estate & Investment Advisors's CAT Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its Caterpillar (CAT) stake by 9.2% in Q2 2026, selling an estimated $151K and leaving 1,701 shares worth $1.81M. The position accounts for 0.03% of the portfolio, ranked #186.

Signature Estate & Investment Advisors first reported a position in CAT in Q2 2013 and has held it in 19 quarters since. The position peaked at $23.6M in Q3 2018. 2,703 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Signature Estate & Investment Advisors held 1,701 shares of Caterpillar worth $1.81M as of Q2 2026.
  • Signature Estate & Investment Advisors sold 172 Caterpillar shares in Q2 2026, an estimated $151K.
  • Caterpillar made up 0.03% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #186 holding.
  • Signature Estate & Investment Advisors first reported a position in Caterpillar in Q2 2013 and has held it in 19 quarters since.
  • Signature Estate & Investment Advisors's Caterpillar position peaked at $23.6M in Q3 2018.
  • 2,703 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.