Abbot Financial Management’s Caterpillar CAT Stock Holding History

Abbot Financial Management’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	$1.01M	Hold	950	–	–	0.35%	74
2026 Q1	$673K	Hold	950	–	–	0.28%	92
2025 Q4	$544K	Hold	950	–	–	0.23%	99
2025 Q3	$453K	Hold	950	–	–	0.19%	104
2025 Q2	$369K	Hold	950	–	–	0.17%	109
2025 Q1	$313K	Hold	950	–	–	0.16%	112
2024 Q4	$345K	Hold	950	–	–	0.17%	108
2024 Q3	$372K	Hold	950	–	–	0.19%	106
2024 Q2	$316K	Hold	950	–	–	0.17%	106
2024 Q1	$348K	Hold	950	–	–	0.19%	102
2023 Q4	$281K	Hold	950	–	–	0.17%	105
2023 Q3	$259K	Hold	950	–	–	0.17%	104
2023 Q2	$234K	Hold	950	–	–	0.15%	105
2023 Q1	$217K	Hold	950	–	–	0.15%	108
2022 Q4	$228K	Buy	+950	New	+$207K	0.16%	107
2022 Q2	–	Sell	-950	Closed	-$212K	–	124
2022 Q1	$212K	Buy	+950	New	+$199K	0.1%	128
2021 Q3	–	Sell	-950	Closed	-$207K	–	136
2021 Q2	$207K	Hold	950	–	–	0.09%	129
2021 Q1	$220K	Buy	+950	New	+$197K	0.1%	123

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

Abbot Financial Management's CAT Position: Q2 2026 in Review

Abbot Financial Management held its Caterpillar (CAT) position steady in Q2 2026 at 950 shares worth $1.01M. The position accounts for 0.35% of the portfolio, ranked #74.

Abbot Financial Management first reported a position in CAT in Q1 2021 and has held it in 18 quarters since. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Abbot Financial Management held 950 shares of Caterpillar worth $1.01M as of Q2 2026.
Abbot Financial Management left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.35% of Abbot Financial Management's portfolio in Q2 2026, its #74 holding.
Abbot Financial Management first reported a position in Caterpillar in Q1 2021 and has held it in 18 quarters since.
4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Abbot Financial Management's 13F filing for Q2 2026, filed 6 Aug 2026.