3 Factor Indexing’s Caterpillar CAT Stock Holding History

3 Factor Indexing’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	$284K	Hold	267	–	–	0.24%	43
2026 Q1	$189K	Buy	+267	New	+$185K	0.18%	50

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

3 Factor Indexing's CAT Position: Q2 2026 in Review

3 Factor Indexing held its Caterpillar (CAT) position steady in Q2 2026 at 267 shares worth $284K. The position accounts for 0.24% of the portfolio, ranked #43.

3 Factor Indexing first reported a position in CAT in Q1 2026 and has held it in 2 quarters since. 3,898 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

3 Factor Indexing held 267 shares of Caterpillar worth $284K as of Q2 2026.
3 Factor Indexing left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.24% of 3 Factor Indexing's portfolio in Q2 2026, its #43 holding.
3 Factor Indexing first reported a position in Caterpillar in Q1 2026 and has held it in 2 quarters since.
3,898 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on 3 Factor Indexing's 13F filing for Q2 2026, filed 8 Jul 2026.