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Soltis Investment Advisors’s Caterpillar CAT Stock Holding History

Soltis 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 		$10M Buy
9,392
+285
+3% +$250K 0.56% 42
2026
Q1 		$6.45M Buy
9,107
+6,934
+319% +$4.8M 0.41% 65
2025
Q4 		$1.25M Buy
2,173
+3
+0.1% +$1.67K 0.08% 196
2025
Q3 		$1.04M Buy
2,170
+127
+6% +$54.2K 0.07% 197
2025
Q2 		$793K Buy
2,043
+465
+29% +$155K 0.06% 201
2025
Q1 		$520K Sell
1,578
-51
-3% -$18.2K 0.05% 235
2024
Q4 		$591K Buy
1,629
+228
+16% +$88.4K 0.05% 225
2024
Q3 		$548K Sell
1,401
-112
-7% -$38.7K 0.05% 217
2024
Q2 		$504K Buy
1,513
+202
+15% +$70K 0.05% 211
2024
Q1 		$480K Sell
1,311
-219
-14% -$70K 0.05% 208
2023
Q4 		$452K Buy
1,530
+214
+16% +$55.5K 0.05% 196
2023
Q3 		$359K Sell
1,316
-896
-41% -$243K 0.05% 201
2023
Q2 		$544K Sell
2,212
-4
-0.2% -$892 0.06% 164
2023
Q1 		$507K Hold
2,216
– – 0.06% 173
2022
Q4 		$531K Buy
2,216
+377
+21% +$82.1K 0.07% 165
2022
Q3 		$302K Buy
1,839
+284
+18% +$51.9K 0.05% 187
2022
Q2 		$278K Buy
1,555
+25
+2% +$5.27K 0.04% 197
2022
Q1 		$341K Sell
1,530
-241
-14% -$50.5K 0.05% 193
2021
Q4 		$366K Buy
1,771
+22
+1% +$4.43K 0.05% 188
2021
Q3 		$336K Buy
1,749
+30
+2% +$6.25K 0.05% 186
2021
Q2 		$374K Buy
+1,719
New +$397K 0.06% 181

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Soltis Investment Advisors increased its Caterpillar (CAT) stake by 3.1% in Q2 2026, buying an estimated $250K and bringing the position to 9,392 shares worth $10M. The position accounts for 0.56% of the portfolio, ranked #42.

Soltis Investment Advisors first reported a position in CAT in Q2 2021 and has held it in 21 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Soltis Investment Advisors held 9,392 shares of Caterpillar worth $10M as of Q2 2026.
  • Soltis Investment Advisors bought 285 Caterpillar shares in Q2 2026, an estimated $250K.
  • Caterpillar made up 0.56% of Soltis Investment Advisors's portfolio in Q2 2026, its #42 holding.
  • Soltis Investment Advisors first reported a position in Caterpillar in Q2 2021 and has held it in 21 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.