BRA
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Bender Robert & Associates’s Caterpillar CAT Stock Holding History

Bender Robert & Associates’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
2024
Q3 		– Sell
-1,139
Closed -$379K – 50
2024
Q2 		$379K Buy
+1,139
New +$395K 0.08% 37

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

Bender Robert & Associates's CAT Position: Q2 2026 in Review

Bender Robert & Associates reduced its Caterpillar (CAT) stake by 0.87% in Q2 2026, selling an estimated $7.03K and leaving 916 shares worth $975K. The position accounts for 0.2% of the portfolio, ranked #27.

Bender Robert & Associates first reported a position in CAT in Q1 2014 and has held it in 39 quarters since. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Bender Robert & Associates held 916 shares of Caterpillar worth $975K as of Q2 2026.
  • Bender Robert & Associates sold 8 Caterpillar shares in Q2 2026, an estimated $7.03K.
  • Caterpillar made up 0.2% of Bender Robert & Associates's portfolio in Q2 2026, its #27 holding.
  • Bender Robert & Associates first reported a position in Caterpillar in Q1 2014 and has held it in 39 quarters since.
  • 4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Bender Robert & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.