Wealth Advisory Solutions’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Other funds holding CAT
Wealth Advisory Solutions's CAT Position: Q2 2026 in Review
Wealth Advisory Solutions reduced its Caterpillar (CAT) stake by 0.23% in Q2 2026, selling an estimated $878 and leaving 432 shares worth $460K. The position accounts for 0.09% of the portfolio, ranked #100.
Wealth Advisory Solutions first reported a position in CAT in Q1 2021 and has held it in 4 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Wealth Advisory Solutions held 432 shares of Caterpillar worth $460K as of Q2 2026.
- Wealth Advisory Solutions sold 1 Caterpillar share in Q2 2026, an estimated $878.
- Caterpillar made up 0.09% of Wealth Advisory Solutions's portfolio in Q2 2026, its #100 holding.
- Wealth Advisory Solutions first reported a position in Caterpillar in Q1 2021 and has held it in 4 quarters since.
- 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Wealth Advisory Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.