Wealth Alliance Advisory Group’s Caterpillar CAT Stock Holding History

Wealth Alliance Advisory Group’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	$4.78M	Buy	4,490 +671	+18%	+$589K	0.69%	35
2026 Q1	$2.71M	Sell	3,819 -308	-7%	-$213K	0.43%	49
2025 Q4	$2.36M	Sell	4,127 -305	-7%	-$170K	0.4%	49
2025 Q3	$2.11M	Sell	4,432 -1,652	-27%	-$705K	0.38%	50
2025 Q2	$2.36M	Buy	6,084 +1,042	+21%	+$347K	0.45%	44
2025 Q1	$1.66M	Buy	5,042 +910	+22%	+$324K	0.34%	58
2024 Q4	$1.5M	Sell	4,132 -99	-2%	-$38.4K	0.32%	59
2024 Q3	$1.65M	Buy	4,231 +296	+8%	+$102K	0.35%	52
2024 Q2	$1.31M	Buy	3,935 +1,223	+45%	+$424K	0.3%	58
2024 Q1	$994K	Buy	2,712 +2,027	+296%	+$648K	0.23%	67
2023 Q4	$203K	Buy	+685	New	+$178K	0.05%	169
2018 Q4	–	Sell	-2,554	Closed	-$389K	–	124
2018 Q3	$389K	Buy	2,554 +50	+2%	+$7.07K	0.2%	87
2018 Q2	$340K	Buy	2,504 +550	+28%	+$82.2K	0.19%	84
2018 Q1	$288K	Buy	+1,954	New	+$309K	0.17%	84

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wealth Alliance Advisory Group's CAT Position: Q2 2026 in Review

Wealth Alliance Advisory Group increased its Caterpillar (CAT) stake by 18% in Q2 2026, buying an estimated $589K and bringing the position to 4,490 shares worth $4.78M. The position accounts for 0.69% of the portfolio, ranked #35.

Wealth Alliance Advisory Group first reported a position in CAT in Q1 2018 and has held it in 14 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Wealth Alliance Advisory Group held 4,490 shares of Caterpillar worth $4.78M as of Q2 2026.
Wealth Alliance Advisory Group bought 671 Caterpillar shares in Q2 2026, an estimated $589K.
Caterpillar made up 0.69% of Wealth Alliance Advisory Group's portfolio in Q2 2026, its #35 holding.
Wealth Alliance Advisory Group first reported a position in Caterpillar in Q1 2018 and has held it in 14 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.