Stokes Capital Advisors’s Caterpillar CAT Stock Holding History

Stokes Capital 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	$10.7M	Sell	10,019 -1,259	-11%	-$1.11M	2.28%	14
2026 Q1	$7.99M	Sell	11,278 -175	-2%	-$121K	1.79%	27
2025 Q4	$6.56M	Buy	11,453 +320	+3%	+$178K	1.5%	33
2025 Q3	$5.31M	Buy	11,133 +449	+4%	+$192K	1.24%	39
2025 Q2	$4.15M	Sell	10,684 -249	-2%	-$83K	1.02%	47
2025 Q1	$3.61M	Buy	+10,933	New	+$3.89M	0.92%	47
2024 Q2	–	Sell	-815	Closed	-$299K	–	76
2024 Q1	$299K	Buy	+815	New	+$260K	0.09%	71

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Stokes Capital Advisors's CAT Position: Q2 2026 in Review

Stokes Capital Advisors reduced its Caterpillar (CAT) stake by 11% in Q2 2026, selling an estimated $1.11M and leaving 10,019 shares worth $10.7M. The position accounts for 2.28% of the portfolio, ranked #14.

Stokes Capital Advisors first reported a position in CAT in Q1 2024 and has held it in 7 quarters since. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Stokes Capital Advisors held 10,019 shares of Caterpillar worth $10.7M as of Q2 2026.
Stokes Capital Advisors sold 1,259 Caterpillar shares in Q2 2026, an estimated $1.11M.
Caterpillar made up 2.28% of Stokes Capital Advisors's portfolio in Q2 2026, its #14 holding.
Stokes Capital Advisors first reported a position in Caterpillar in Q1 2024 and has held it in 7 quarters since.
1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Stokes Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.