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Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in CATERPILLAR INC

Steward Partners Investment Advisory, LLC holds 86,006 shares of CAT (CATERPILLAR INC), worth $91.6M as of 2026-Q2. The position was decreased (-10.6% shares). CAT represents 0.5% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$91.6M

Current Shares

86,006

Total Value Change

+$51.8M

Total Shares Change

-15,780

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
86,006
-10.6%
$91.6M0.5%$1,062.93
0
2026-Q1
Decreased
96,200
-7.3%
$68.2M0.3%$705.80
0
2025-Q4
Increased
103,773
+2.8%
$59.4M0.3%$569.39
36
2025-Q3
Decreased
100,998
-0.1%
$48.2M0.3%$472.89
0
2025-Q2
Decreased
101,065
-2.0%
$39.2M0.3%$383.34
0
2025-Q1
Increased
103,143
+2.5%
$34M0.3%$324.10
35
2024-Q4
Decreased
100,620
-1.1%
$36.5M0.3%$355.19
0
2024-Q3
Increased
101,786
+5.5%
$39.8M0.4%$381.59
37

Other major holders of CAT: BNP PARIBAS FINANCIAL MARKETS, BlackRock, Inc., STATE STREET CORP, VANGUARD CAPITAL MANAGEMENT LLC, VANGUARD GROUP INC

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