Aldebaran Financial’s Caterpillar CAT Stock Holding History

Aldebaran 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	$884K	Buy	830 +42	+5%	+$36.9K	0.72%	28
2026 Q1	$558K	Buy	788 +30	+4%	+$20.8K	0.53%	45
2025 Q4	$438K	Sell	758 -135	-15%	-$75K	0.41%	49
2025 Q3	$426K	Buy	893 +237	+36%	+$101K	0.43%	49
2025 Q2	$255K	Hold	656	–	–	0.28%	67
2025 Q1	$216K	Buy	656 +11	+2%	+$3.92K	0.26%	69
2024 Q4	$234K	Sell	645 -12	-2%	-$4.65K	0.27%	69
2024 Q3	$257K	Hold	657	–	–	0.3%	62
2024 Q2	$219K	Buy	657 +82	+14%	+$28.4K	0.29%	61
2024 Q1	$211K	Buy	+575	New	+$184K	0.3%	61
2019 Q2	–	Sell	-4,500	Closed	-$610K	–	93
2019 Q1	$610K	Hold	4,500	–	–	0.43%	69
2018 Q4	$572K	Hold	4,500	–	–	0.44%	68
2018 Q3	$686K	Hold	4,500	–	–	0.45%	69
2018 Q2	$611K	Hold	4,500	–	–	0.42%	70
2018 Q1	$663K	Hold	4,500	–	–	0.44%	67
2017 Q4	$709K	Hold	4,500	–	–	0.47%	62
2017 Q3	$561K	Hold	4,500	–	–	0.39%	66
2017 Q2	$484K	Buy	+4,500	New	+$457K	0.35%	70

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

Aldebaran Financial's CAT Position: Q2 2026 in Review

Aldebaran Financial increased its Caterpillar (CAT) stake by 5.3% in Q2 2026, buying an estimated $36.9K and bringing the position to 830 shares worth $884K. The position accounts for 0.72% of the portfolio, ranked #28.

Aldebaran Financial first reported a position in CAT in Q2 2017 and has held it in 18 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Aldebaran Financial held 830 shares of Caterpillar worth $884K as of Q2 2026.
Aldebaran Financial bought 42 Caterpillar shares in Q2 2026, an estimated $36.9K.
Caterpillar made up 0.72% of Aldebaran Financial's portfolio in Q2 2026, its #28 holding.
Aldebaran Financial first reported a position in Caterpillar in Q2 2017 and has held it in 18 quarters since.
4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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