South Shore Capital Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Other funds holding CAT
South Shore Capital Advisors's CAT Position: Q2 2026 in Review
South Shore Capital Advisors reduced its Caterpillar (CAT) stake by 7.3% in Q2 2026, selling an estimated $50.1K and leaving 722 shares worth $769K. The position accounts for 0.51% of the portfolio, ranked #44.
South Shore Capital Advisors first reported a position in CAT in Q4 2020 and has held it in 6 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- South Shore Capital Advisors held 722 shares of Caterpillar worth $769K as of Q2 2026.
- South Shore Capital Advisors sold 57 Caterpillar shares in Q2 2026, an estimated $50.1K.
- Caterpillar made up 0.51% of South Shore Capital Advisors's portfolio in Q2 2026, its #44 holding.
- South Shore Capital Advisors first reported a position in Caterpillar in Q4 2020 and has held it in 6 quarters since.
- 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on South Shore Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.