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Your Advocates Ltd’s Caterpillar CAT Stock Holding History

Your Advocates Ltd’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 		$37.3K Hold
35
– – 0.01% 80
2026
Q1 		$24.8K Hold
35
– – 0.01% 103
2025
Q4 		$20.1K Hold
35
– – 0.01% 100
2025
Q3 		$16.7K Hold
35
– – 0.01% 100
2025
Q2 		$13.6K Hold
35
– – ﹤0.01% 97
2025
Q1 		$11.5K Hold
35
– – ﹤0.01% 102
2024
Q4 		$12.7K Sell
35
-165
-83% -$64K 0.01% 96
2024
Q3 		$78.2K Hold
200
– – 0.03% 45
2024
Q2 		$66.6K Hold
200
– – 0.03% 51
2024
Q1 		$73.3K Hold
200
– – 0.03% 45
2023
Q4 		$59.1K Hold
200
– – 0.02% 47
2023
Q3 		$54.6K Buy
+200
New +$54.3K 0.03% 54

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Your Advocates Ltd's CAT Position: Q2 2026 in Review

Your Advocates Ltd held its Caterpillar (CAT) position steady in Q2 2026 at 35 shares worth $37.3K. The position accounts for 0.01% of the portfolio, ranked #80.

Your Advocates Ltd first reported a position in CAT in Q3 2023 and has held it in 12 quarters since. The position peaked at $78.2K in Q3 2024. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Your Advocates Ltd held 35 shares of Caterpillar worth $37.3K as of Q2 2026.
  • Your Advocates Ltd left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.01% of Your Advocates Ltd's portfolio in Q2 2026, its #80 holding.
  • Your Advocates Ltd first reported a position in Caterpillar in Q3 2023 and has held it in 12 quarters since.
  • Your Advocates Ltd's Caterpillar position peaked at $78.2K in Q3 2024.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Your Advocates Ltd's 13F filing for Q2 2026, filed 5 Aug 2026.