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B.O.S.S. Retirement Advisors’s Caterpillar CAT Stock Holding History

B.O.S.S. Retirement Advisors’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 		$1.12M Sell
1,051
-48
-4% -$42.2K 0.3% 55
2026
Q1 		$779K Sell
1,099
-38
-3% -$26.3K 0.24% 74
2025
Q4 		$652K Buy
1,137
+36
+3% +$20K 0.21% 82
2025
Q3 		$525K Sell
1,101
-247
-18% -$105K 0.13% 120
2025
Q2 		$523K Buy
+1,348
New +$449K 0.13% 116
2023
Q2 		– Sell
-4,714
Closed -$1.08M – 242
2023
Q1 		$1.08M Sell
4,714
-3,294
-41% -$796K 0.25% 140
2022
Q4 		$1.92M Buy
+8,008
New +$1.74M 0.49% 75

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

B.O.S.S. Retirement Advisors's CAT Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors reduced its Caterpillar (CAT) stake by 4.4% in Q2 2026, selling an estimated $42.2K and leaving 1,051 shares worth $1.12M. The position accounts for 0.3% of the portfolio, ranked #55.

B.O.S.S. Retirement Advisors first reported a position in CAT in Q4 2022 and has held it in 7 quarters since. The position peaked at $1.92M in Q4 2022. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • B.O.S.S. Retirement Advisors held 1,051 shares of Caterpillar worth $1.12M as of Q2 2026.
  • B.O.S.S. Retirement Advisors sold 48 Caterpillar shares in Q2 2026, an estimated $42.2K.
  • Caterpillar made up 0.3% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #55 holding.
  • B.O.S.S. Retirement Advisors first reported a position in Caterpillar in Q4 2022 and has held it in 7 quarters since.
  • B.O.S.S. Retirement Advisors's Caterpillar position peaked at $1.92M in Q4 2022.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.