TA
CAT icon

Tactive Advisors’s Caterpillar CAT Stock Holding History

Tactive 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 		$943K Buy
885
+350
+65% +$307K 0.23% 90
2026
Q1 		$379K Buy
535
+139
+35% +$96.3K 0.11% 174
2025
Q4 		$227K Sell
396
-60
-13% -$33.3K 0.07% 221
2025
Q3 		$217K Buy
+456
New +$195K 0.06% 227

Other funds holding CAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Tactive Advisors's CAT Position: Q2 2026 in Review

Tactive Advisors increased its Caterpillar (CAT) stake by 65% in Q2 2026, buying an estimated $307K and bringing the position to 885 shares worth $943K. The position accounts for 0.23% of the portfolio, ranked #90.

Tactive Advisors first reported a position in CAT in Q3 2025 and has held it in 4 quarters since. 669 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Tactive Advisors held 885 shares of Caterpillar worth $943K as of Q2 2026.
  • Tactive Advisors bought 350 Caterpillar shares in Q2 2026, an estimated $307K.
  • Caterpillar made up 0.23% of Tactive Advisors's portfolio in Q2 2026, its #90 holding.
  • Tactive Advisors first reported a position in Caterpillar in Q3 2025 and has held it in 4 quarters since.
  • 669 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Tactive Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.