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Walkner Condon Financial Advisors’s Caterpillar CAT Stock Holding History

Walkner Condon 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
2026
Q2 		$915K Buy
859
+4
+0.5% +$3.51K 0.11% 130
2026
Q1 		$606K Sell
855
-14
-2% -$9.7K 0.08% 154
2025
Q4 		$498K Buy
869
+38
+5% +$21.1K 0.07% 177
2025
Q3 		$397K Buy
831
+16
+2% +$6.83K 0.06% 199
2025
Q2 		$316K Hold
815
– – 0.06% 209
2025
Q1 		$269K Buy
815
+13
+2% +$4.63K 0.05% 219
2024
Q4 		$291K Sell
802
-174
-18% -$67.5K 0.06% 222
2024
Q3 		$382K Buy
976
+153
+19% +$52.8K 0.08% 182
2024
Q2 		$274K Sell
823
-74
-8% -$25.7K 0.06% 214
2024
Q1 		$329K Sell
897
-5
-0.6% -$1.6K 0.07% 203
2023
Q4 		$267K Buy
902
+139
+18% +$36.1K 0.06% 223
2023
Q3 		$208K Buy
+763
New +$207K 0.06% 231

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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

Walkner Condon Financial Advisors's CAT Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its Caterpillar (CAT) stake by 0.47% in Q2 2026, buying an estimated $3.51K and bringing the position to 859 shares worth $915K. The position accounts for 0.11% of the portfolio, ranked #130.

Walkner Condon Financial Advisors first reported a position in CAT in Q3 2023 and has held it in 12 quarters since. 1,994 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Walkner Condon Financial Advisors held 859 shares of Caterpillar worth $915K as of Q2 2026.
  • Walkner Condon Financial Advisors bought 4 Caterpillar shares in Q2 2026, an estimated $3.51K.
  • Caterpillar made up 0.11% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #130 holding.
  • Walkner Condon Financial Advisors first reported a position in Caterpillar in Q3 2023 and has held it in 12 quarters since.
  • 1,994 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.