BEI
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Benjamin Edwards Inc’s Caterpillar CAT Stock Holding History

Benjamin Edwards Inc’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 		$42.4M Sell
39,839
-1,220
-3% -$1.07M 0.39% 68
2026
Q1 		$29.1M Sell
41,059
-1,297
-3% -$898K 0.29% 104
2025
Q4 		$24.3M Buy
42,356
+868
+2% +$482K 0.27% 104
2025
Q3 		$19.8M Buy
41,488
+874
+2% +$373K 0.22% 113
2025
Q2 		$15.8M Buy
40,614
+6,794
+20% +$2.26M 0.2% 119
2025
Q1 		$11.2M Buy
33,820
+188
+0.6% +$67K 0.16% 147
2024
Q4 		$12.2M Buy
33,632
+1,836
+6% +$712K 0.17% 141
2024
Q3 		$12.4M Buy
31,796
+28,841
+976% +$9.96M 0.18% 142
2024
Q2 		$984K Sell
2,955
-83
-3% -$28.8K 0.19% 136
2024
Q1 		$1.11M Sell
3,038
-334
-10% -$107K 0.22% 123
2023
Q4 		$997K Buy
3,372
+60
+2% +$15.6K 0.22% 130
2023
Q3 		$904K Buy
3,312
+145
+5% +$39.3K 0.21% 129
2023
Q2 		$779K Buy
3,167
+269
+9% +$60K 0.18% 141
2023
Q1 		$663K Buy
2,898
+228
+9% +$55.1K 0.16% 153
2022
Q4 		$640K Buy
2,670
+204
+8% +$44.4K 0.17% 154
2022
Q3 		$405K Buy
2,466
+105
+4% +$19.2K 0.12% 181
2022
Q2 		$422K Sell
2,361
-10
-0.4% -$2.11K 0.12% 184
2022
Q1 		$528K Buy
2,371
+610
+35% +$128K 0.15% 160
2021
Q4 		$364K Buy
1,761
+1,518
+625% +$306K 0.12% 185
2021
Q3 		$47K Buy
243
+132
+119% +$27.5K 0.03% 311
2021
Q2 		$24K Sell
111
-2,367
-96% -$547K 0.02% 324
2021
Q1 		$574K Sell
2,478
-1,383
-36% -$286K 0.44% 89
2020
Q4 		$703K Sell
3,861
-554
-13% -$93.9K 0.55% 74
2020
Q3 		$658K Buy
+4,415
New +$620K 0.54% 66
2020
Q2 		– Sell
-179
Closed -$21K – 372
2020
Q1 		$21K Buy
+179
New +$22.9K 0.02% 236

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

Benjamin Edwards Inc's CAT Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its Caterpillar (CAT) stake by 3% in Q2 2026, selling an estimated $1.07M and leaving 39,839 shares worth $42.4M. The position accounts for 0.39% of the portfolio, ranked #68.

Benjamin Edwards Inc first reported a position in CAT in Q1 2020 and has held it in 25 quarters since. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Benjamin Edwards Inc held 39,839 shares of Caterpillar worth $42.4M as of Q2 2026.
  • Benjamin Edwards Inc sold 1,220 Caterpillar shares in Q2 2026, an estimated $1.07M.
  • Caterpillar made up 0.39% of Benjamin Edwards Inc's portfolio in Q2 2026, its #68 holding.
  • Benjamin Edwards Inc first reported a position in Caterpillar in Q1 2020 and has held it in 25 quarters since.
  • 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.