Armstrong Fleming & Moore’s Caterpillar CAT Stock Holding History

Armstrong Fleming & Moore’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	$1.2M	Hold	1,124	–	–	0.4%	39
2026 Q1	$796K	Hold	1,124	–	–	0.34%	46
2025 Q4	$644K	Sell	1,124 -60	-5%	-$33.3K	0.3%	51
2025 Q3	$565K	Hold	1,184	–	–	0.27%	56
2025 Q2	$460K	Buy	+1,184	New	+$395K	0.25%	59
2025 Q1	–	Sell	-1,184	Closed	-$429K	–	89
2024 Q4	$429K	Buy	1,184 +1	+0.1%	+$388	0.26%	63
2024 Q3	$463K	Sell	1,183 -60	-5%	-$20.7K	0.27%	61
2024 Q2	$414K	Sell	1,243 -379	-23%	-$131K	0.27%	61
2024 Q1	$594K	Hold	1,622	–	–	0.41%	47
2023 Q4	$480K	Buy	1,622 +1	+0.1%	+$259	0.36%	55
2023 Q3	$443K	Hold	1,621	–	–	0.43%	52
2023 Q2	$399K	Buy	+1,621	New	+$361K	0.37%	57

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

Armstrong Fleming & Moore's CAT Position: Q2 2026 in Review

Armstrong Fleming & Moore held its Caterpillar (CAT) position steady in Q2 2026 at 1,124 shares worth $1.2M. The position accounts for 0.4% of the portfolio, ranked #39.

Armstrong Fleming & Moore first reported a position in CAT in Q2 2023 and has held it in 12 quarters since. 4,047 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Armstrong Fleming & Moore held 1,124 shares of Caterpillar worth $1.2M as of Q2 2026.
Armstrong Fleming & Moore left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.4% of Armstrong Fleming & Moore's portfolio in Q2 2026, its #39 holding.
Armstrong Fleming & Moore first reported a position in Caterpillar in Q2 2023 and has held it in 12 quarters since.
4,047 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Armstrong Fleming & Moore's 13F filing for Q2 2026, filed 28 Jul 2026.