Trivium Point Advisory’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Other funds holding CAT
Trivium Point Advisory's CAT Position: Q2 2026 in Review
Trivium Point Advisory increased its Caterpillar (CAT) stake by 55% in Q2 2026, buying an estimated $722K and bringing the position to 2,304 shares worth $2.45M. The position accounts for 0.22% of the portfolio, ranked #107.
Trivium Point Advisory first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Trivium Point Advisory held 2,304 shares of Caterpillar worth $2.45M as of Q2 2026.
- Trivium Point Advisory bought 822 Caterpillar shares in Q2 2026, an estimated $722K.
- Caterpillar made up 0.22% of Trivium Point Advisory's portfolio in Q2 2026, its #107 holding.
- Trivium Point Advisory first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
- 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.