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Strategic Investment Advisors’s Caterpillar CAT Stock Holding History

Strategic 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 		$2.22M Sell
2,088
-97
-4% -$85.2K 0.13% 79
2026
Q1 		$1.55M Sell
2,185
-240
-10% -$166K 0.11% 96
2025
Q4 		$1.39M Buy
2,425
+630
+35% +$350K 0.12% 80
2025
Q3 		$857K Sell
1,795
-21
-1% -$8.96K 0.08% 111
2025
Q2 		$705K Buy
1,816
+120
+7% +$40K 0.07% 124
2025
Q1 		$559K Sell
1,696
-2,568
-60% -$915K 0.06% 152
2024
Q4 		$1.55M Sell
4,264
-157
-4% -$60.9K 0.16% 77
2024
Q3 		$1.73M Sell
4,421
-64
-1% -$22.1K 0.19% 73
2024
Q2 		$1.49M Sell
4,485
-40
-0.9% -$13.9K 0.18% 74
2024
Q1 		$1.66M Sell
4,525
-1,728
-28% -$552K 0.21% 68
2023
Q4 		$1.85M Sell
6,253
-2,134
-25% -$554K 0.27% 61
2023
Q3 		$2.29M Buy
+8,387
New +$2.28M 0.38% 46

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 Investment Advisors's CAT Position: Q2 2026 in Review

Strategic Investment Advisors reduced its Caterpillar (CAT) stake by 4.4% in Q2 2026, selling an estimated $85.2K and leaving 2,088 shares worth $2.22M. The position accounts for 0.13% of the portfolio, ranked #79.

Strategic Investment Advisors first reported a position in CAT in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.29M in Q3 2023. 4,066 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Strategic Investment Advisors held 2,088 shares of Caterpillar worth $2.22M as of Q2 2026.
  • Strategic Investment Advisors sold 97 Caterpillar shares in Q2 2026, an estimated $85.2K.
  • Caterpillar made up 0.13% of Strategic Investment Advisors's portfolio in Q2 2026, its #79 holding.
  • Strategic Investment Advisors first reported a position in Caterpillar in Q3 2023 and has held it in 12 quarters since.
  • Strategic Investment Advisors's Caterpillar position peaked at $2.29M in Q3 2023.
  • 4,066 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.