Advus Financial Partners, LLC’s Caterpillar CAT Stock Holding History

Advus Financial Partners, LLC’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	$1.18M	Sell	1,111 -4	-0.4%	-$3.51K	0.27%	77
2026 Q1	$790K	Hold	1,115	–	–	0.2%	88
2025 Q4	$639K	Sell	1,115 -141	-11%	-$78.4K	0.15%	95
2025 Q3	$599K	Sell	1,256 -26	-2%	-$11.1K	0.14%	109
2025 Q2	$498K	Buy	1,282 +38	+3%	+$12.7K	0.13%	117
2025 Q1	$410K	Buy	1,244 +29	+2%	+$10.3K	0.11%	124
2024 Q4	$441K	Buy	1,215 +156	+15%	+$60.5K	0.12%	116
2024 Q3	$414K	Hold	1,059	–	–	0.12%	117
2024 Q2	$353K	Hold	1,059	–	–	0.11%	123
2024 Q1	$388K	Sell	1,059 -10	-0.9%	-$3.2K	0.12%	116
2023 Q4	$316K	Buy	1,069 +65	+6%	+$16.9K	0.11%	123
2023 Q3	$274K	Buy	1,004 +23	+2%	+$6.24K	0.11%	111
2023 Q2	$241K	Buy	+981	New	+$219K	0.09%	137

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Advus Financial Partners, LLC's CAT Position: Q2 2026 in Review

Advus Financial Partners, LLC reduced its Caterpillar (CAT) stake by 0.36% in Q2 2026, selling an estimated $3.51K and leaving 1,111 shares worth $1.18M. The position accounts for 0.27% of the portfolio, ranked #77.

Advus Financial Partners, LLC first reported a position in CAT in Q2 2023 and has held it in 13 quarters since. 4,039 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Advus Financial Partners, LLC held 1,111 shares of Caterpillar worth $1.18M as of Q2 2026.
Advus Financial Partners, LLC sold 4 Caterpillar shares in Q2 2026, an estimated $3.51K.
Caterpillar made up 0.27% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #77 holding.
Advus Financial Partners, LLC first reported a position in Caterpillar in Q2 2023 and has held it in 13 quarters since.
4,039 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.