AFO
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Arrowroot Family Office’s Caterpillar CAT Stock Holding History

Arrowroot Family Office’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 		$2.34M Sell
2,199
-286
-12% -$251K 0.67% 38
2026
Q1 		$1.76M Sell
2,485
-123
-5% -$85.2K 0.58% 42
2025
Q4 		$1.49M Sell
2,608
-83
-3% -$46.1K 0.54% 44
2025
Q3 		$1.28M Sell
2,691
-168
-6% -$71.7K 0.51% 44
2025
Q2 		$1.11M Buy
+2,859
New +$953K 0.5% 47
2024
Q4 		$1.14M Buy
+3,148
New +$1.22M 0.59% 45

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Arrowroot Family Office's CAT Position: Q2 2026 in Review

Arrowroot Family Office reduced its Caterpillar (CAT) stake by 12% in Q2 2026, selling an estimated $251K and leaving 2,199 shares worth $2.34M. The position accounts for 0.67% of the portfolio, ranked #38.

Arrowroot Family Office first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Arrowroot Family Office held 2,199 shares of Caterpillar worth $2.34M as of Q2 2026.
  • Arrowroot Family Office sold 286 Caterpillar shares in Q2 2026, an estimated $251K.
  • Caterpillar made up 0.67% of Arrowroot Family Office's portfolio in Q2 2026, its #38 holding.
  • Arrowroot Family Office first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
  • 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Arrowroot Family Office's 13F filing for Q2 2026, filed 6 Aug 2026.