360 Financial’s Caterpillar CAT Stock Holding History

360 Financial’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	$1.17M	Hold	1,095	–	–	0.3%	31
2026 Q1	$776K	Hold	1,095	–	–	0.23%	38
2025 Q4	$627K	Hold	1,095	–	–	0.19%	45
2025 Q3	$522K	Buy	1,095 +150	+16%	+$64K	0.17%	50
2025 Q2	$367K	Hold	945	–	–	0.12%	61
2025 Q1	$312K	Hold	945	–	–	0.11%	62
2024 Q4	$343K	Hold	945	–	–	0.12%	61
2024 Q3	$370K	Buy	+945	New	+$326K	0.14%	58

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

360 Financial's CAT Position: Q2 2026 in Review

360 Financial held its Caterpillar (CAT) position steady in Q2 2026 at 1,095 shares worth $1.17M. The position accounts for 0.3% of the portfolio, ranked #31.

360 Financial first reported a position in CAT in Q3 2024 and has held it in 8 quarters since. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

360 Financial held 1,095 shares of Caterpillar worth $1.17M as of Q2 2026.
360 Financial left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.3% of 360 Financial's portfolio in Q2 2026, its #31 holding.
360 Financial first reported a position in Caterpillar in Q3 2024 and has held it in 8 quarters since.
4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on 360 Financial's 13F filing for Q2 2026, filed 11 Aug 2026.