SA
CAT icon

Strategic Advocates’s Caterpillar CAT Stock Holding History

Strategic Advocates’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 		$11.7K Buy
11
+9
+450% +$7.91K 0.05% 153
2026
Q1 		$1.42K Sell
2
-609
-100% -$422K 0.01% 225
2025
Q4 		$353K Buy
611
+100
+20% +$55.6K 0.09% 90
2025
Q3 		$244K Buy
+511
New +$218K 0.06% 114
2025
Q2 		– Sell
-611
Closed -$201K – 127
2025
Q1 		$201K Hold
611
– – 0.07% 109
2024
Q4 		$222K Buy
+611
New +$237K 0.07% 97

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Strategic Advocates's CAT Position: Q2 2026 in Review

Strategic Advocates increased its Caterpillar (CAT) stake by 450% in Q2 2026, buying an estimated $7.91K and bringing the position to 11 shares worth $11.7K. The position accounts for 0.05% of the portfolio, ranked #153.

Strategic Advocates first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. The position peaked at $353K in Q4 2025. 4,053 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Strategic Advocates held 11 shares of Caterpillar worth $11.7K as of Q2 2026.
  • Strategic Advocates bought 9 Caterpillar shares in Q2 2026, an estimated $7.91K.
  • Caterpillar made up 0.05% of Strategic Advocates's portfolio in Q2 2026, its #153 holding.
  • Strategic Advocates first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
  • Strategic Advocates's Caterpillar position peaked at $353K in Q4 2025.
  • 4,053 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Strategic Advocates's 13F filing for Q2 2026, filed 13 Aug 2026.