Abound Financial’s Caterpillar CAT Stock Holding History

Abound 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 Q1	$17.7K	Hold	25	–	–	0.01%	184
2025 Q4	$14.3K	Buy	+25	New	+$13.9K	0.01%	193
2025 Q2	–	Sell	-25	Closed	-$8.24K	–	93
2025 Q1	$8.24K	Buy	+25	New	+$8.9K	﹤0.01%	213

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Abound Financial's CAT Position: Q1 2026 in Review

Abound Financial held its Caterpillar (CAT) position steady in Q1 2026 at 25 shares worth $17.7K. The position accounts for 0.01% of the portfolio, ranked #184.

Abound Financial first reported a position in CAT in Q1 2025 and has held it in 3 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Abound Financial held 25 shares of Caterpillar worth $17.7K as of Q1 2026.
Abound Financial left its Caterpillar share count unchanged in Q1 2026.
Caterpillar made up 0.01% of Abound Financial's portfolio in Q1 2026, its #184 holding.
Abound Financial first reported a position in Caterpillar in Q1 2025 and has held it in 3 quarters since.
3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Abound Financial's 13F filing for Q1 2026, filed 4 May 2026.