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Bellevue Asset Management’s Caterpillar CAT Stock Holding History

Bellevue Asset 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 		$113K Hold
106
– – 0.05% 112
2026
Q1 		$75.3K Hold
106
– – 0.04% 128
2025
Q4 		$60.9K Hold
106
– – 0.02% 139
2025
Q3 		$50.7K Hold
106
– – 0.02% 157
2025
Q2 		$41.3K Hold
106
– – 0.02% 177
2025
Q1 		$35.1K Hold
106
– – 0.02% 184
2024
Q4 		$38.6K Hold
106
– – 0.02% 183
2024
Q3 		$41.6K Hold
106
– – 0.02% 173
2024
Q2 		$35.4K Hold
106
– – 0.02% 179
2024
Q1 		$38.8K Sell
106
-19
-15% -$6.07K 0.02% 175
2023
Q4 		$37.1K Buy
125
+1
+0.8% +$259 0.03% 171
2023
Q3 		$34.1K Hold
124
– – 0.02% 173
2023
Q2 		$30.6K Buy
124
+1
+0.8% +$223 0.02% 190
2023
Q1 		$28.4K Hold
123
– – 0.02% 195
2022
Q4 		$29.4K Buy
123
+1
+0.8% +$218 0.02% 195
2022
Q3 		$21K Buy
122
+20
+20% +$3.65K 0.02% 232
2022
Q2 		$18K Buy
102
+1
+1% +$211 0.01% 249
2022
Q1 		$23K Hold
101
– – 0.01% 255
2021
Q4 		$21K Buy
101
+1
+1% +$201 0.01% 271
2021
Q3 		$20K Hold
100
– – 0.01% 283
2021
Q2 		$22K Sell
100
-83
-45% -$19.2K 0.01% 276
2021
Q1 		$43K Hold
183
– – 0.03% 190
2020
Q4 		$34K Hold
183
– – 0.02% 214
2020
Q3 		$27K Sell
183
-10
-5% -$1.41K 0.02% 227
2020
Q2 		$24K Buy
193
+8
+4% +$948 0.02% 241
2020
Q1 		$21K Buy
+185
New +$23.6K 0.02% 260

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

Bellevue Asset Management's CAT Position: Q2 2026 in Review

Bellevue Asset Management held its Caterpillar (CAT) position steady in Q2 2026 at 106 shares worth $113K. The position accounts for 0.05% of the portfolio, ranked #112.

Bellevue Asset Management first reported a position in CAT in Q1 2020 and has held it in 26 quarters since. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Bellevue Asset Management held 106 shares of Caterpillar worth $113K as of Q2 2026.
  • Bellevue Asset Management left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.05% of Bellevue Asset Management's portfolio in Q2 2026, its #112 holding.
  • Bellevue Asset Management first reported a position in Caterpillar in Q1 2020 and has held it in 26 quarters since.
  • 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.