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Beck Capital Management’s Caterpillar CAT Stock Holding History

Beck Capital Management’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 		$4.92M Buy
4,622
+177
+4% +$155K 0.91% 38
2026
Q1 		$3.15M Buy
+4,445
New +$3.08M 0.72% 49
2024
Q1 		– Sell
-10,185
Closed -$3.01M – 107
2023
Q4 		$3.01M Sell
10,185
-86
-0.8% -$22.3K 1.03% 40
2023
Q3 		$2.8M Sell
10,271
-42
-0.4% -$11.4K 1.08% 39
2023
Q2 		$2.54M Sell
10,313
-1,085
-10% -$242K 1% 43
2023
Q1 		$2.61M Buy
11,398
+983
+9% +$238K 1.11% 31
2022
Q4 		$2.49M Sell
10,415
-286
-3% -$62.3K 1.05% 37
2022
Q3 		$1.76M Sell
10,701
-236
-2% -$43.1K 0.75% 57
2022
Q2 		$1.96M Sell
10,937
-61
-0.6% -$12.9K 0.88% 47
2022
Q1 		$2.45M Buy
10,998
+97
+0.9% +$20.3K 0.75% 51
2021
Q4 		$2.25M Buy
10,901
+142
+1% +$28.6K 0.7% 58
2021
Q3 		$2.06M Buy
10,759
+161
+2% +$33.5K 0.69% 58
2021
Q2 		$2.31M Buy
10,598
+279
+3% +$64.4K 0.78% 52
2021
Q1 		$2.39M Buy
10,319
+602
+6% +$125K 0.9% 50
2020
Q4 		$1.77M Buy
+9,717
New +$1.65M 0.73% 51

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

Beck Capital Management's CAT Position: Q2 2026 in Review

Beck Capital Management increased its Caterpillar (CAT) stake by 4% in Q2 2026, buying an estimated $155K and bringing the position to 4,622 shares worth $4.92M. The position accounts for 0.91% of the portfolio, ranked #38.

Beck Capital Management first reported a position in CAT in Q4 2020 and has held it in 15 quarters since. 4,050 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Beck Capital Management held 4,622 shares of Caterpillar worth $4.92M as of Q2 2026.
  • Beck Capital Management bought 177 Caterpillar shares in Q2 2026, an estimated $155K.
  • Caterpillar made up 0.91% of Beck Capital Management's portfolio in Q2 2026, its #38 holding.
  • Beck Capital Management first reported a position in Caterpillar in Q4 2020 and has held it in 15 quarters since.
  • 4,050 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Beck Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.