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Valeo Financial Advisors’s Caterpillar CAT Stock Holding History

Valeo Financial 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
2024
Q4 		– Sell
-1,400
Closed -$548K – 750
2024
Q3 		$548K Sell
1,400
-600
-30% -$207K 0.02% 391
2024
Q2 		$666 Buy
+2,000
New +$693K ﹤0.01% 660
2022
Q3 		– Sell
-200
Closed -$36K – 513
2022
Q2 		$36K Buy
+200
New +$42.1K ﹤0.01% 482
2021
Q2 		– Sell
-200
Closed -$46K – 715
2021
Q1 		$46K Buy
+200
New +$41.4K ﹤0.01% 902

Other funds holding CAT

New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Valeo Financial Advisors's CAT Position: Q2 2026 in Review

Valeo Financial Advisors increased its Caterpillar (CAT) stake by 50% in Q2 2026, buying an estimated $9.74M and bringing the position to 33,191 shares worth $35.3M. The position accounts for 0.75% of the portfolio, ranked #26.

Valeo Financial Advisors first reported a position in CAT in Q3 2017 and has held it in 36 quarters since. 1,772 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Valeo Financial Advisors held 33,191 shares of Caterpillar worth $35.3M as of Q2 2026.
  • Valeo Financial Advisors bought 11,087 Caterpillar shares in Q2 2026, an estimated $9.74M.
  • Caterpillar made up 0.75% of Valeo Financial Advisors's portfolio in Q2 2026, its #26 holding.
  • Valeo Financial Advisors first reported a position in Caterpillar in Q3 2017 and has held it in 36 quarters since.
  • 1,772 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.