Bellwether Advisors’s Caterpillar CAT Stock Holding History

Bellwether 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	$1.41M	Sell	1,324 -5,335	-80%	-$4.69M	0.21%	94
2026 Q1	$4.72M	Sell	6,659 -442	-6%	-$306K	0.8%	30
2025 Q4	$4.07M	Buy	7,101 +2,133	+43%	+$1.19M	0.65%	35
2025 Q3	$2.37M	Buy	4,968 +4,828	+3,449%	+$2.06M	0.39%	55
2025 Q2	$54.3K	Hold	140	–	–	0.01%	216
2025 Q1	$46.2K	Hold	140	–	–	0.01%	225
2024 Q4	$50.8K	Buy	+140	New	+$54.3K	0.01%	232
2023 Q2	–	Sell	-66	Closed	-$15.1K	–	141
2023 Q1	$15.1K	Hold	66	–	–	﹤0.01%	258
2022 Q4	$15.8K	Hold	66	–	–	﹤0.01%	254
2022 Q3	$10K	Hold	66	–	–	﹤0.01%	260
2022 Q2	$11K	Hold	66	–	–	﹤0.01%	243
2022 Q1	$14K	Hold	66	–	–	﹤0.01%	285
2021 Q4	$13K	Hold	66	–	–	﹤0.01%	302
2021 Q3	$12K	Sell	66 -3,022	-98%	-$629K	﹤0.01%	287
2021 Q2	$672K	Buy	3,088 +2,978	+2,707%	+$688K	0.23%	82
2021 Q1	$25K	Buy	110 +42	+62%	+$8.7K	0.01%	192
2020 Q4	$12K	Buy	+68	New	+$11.5K	0.01%	218

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

Bellwether Advisors's CAT Position: Q2 2026 in Review

Bellwether Advisors reduced its Caterpillar (CAT) stake by 80% in Q2 2026, selling an estimated $4.69M and leaving 1,324 shares worth $1.41M. The position accounts for 0.21% of the portfolio, ranked #94.

Bellwether Advisors first reported a position in CAT in Q4 2020 and has held it in 17 quarters since. The position peaked at $4.72M in Q1 2026. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Bellwether Advisors held 1,324 shares of Caterpillar worth $1.41M as of Q2 2026.
Bellwether Advisors sold 5,335 Caterpillar shares in Q2 2026, an estimated $4.69M.
Caterpillar made up 0.21% of Bellwether Advisors's portfolio in Q2 2026, its #94 holding.
Bellwether Advisors first reported a position in Caterpillar in Q4 2020 and has held it in 17 quarters since.
Bellwether Advisors's Caterpillar position peaked at $4.72M in Q1 2026.
4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.