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Bensler’s Caterpillar CAT Stock Holding History

Bensler’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 		$2.13M Buy
2,003
+193
+11% +$170K 0.19% 79
2026
Q1 		$1.28M Sell
1,810
-51
-3% -$35.3K 0.13% 91
2025
Q4 		$1.07M Buy
1,861
+128
+7% +$71.1K 0.11% 95
2025
Q3 		$827K Sell
1,733
-24
-1% -$10.2K 0.09% 99
2025
Q2 		$682K Sell
1,757
-41
-2% -$13.7K 0.08% 102
2025
Q1 		$593K Sell
1,798
-139
-7% -$49.5K 0.07% 102
2024
Q4 		$703K Sell
1,937
-93
-5% -$36.1K 0.08% 98
2024
Q3 		$794K Sell
2,030
-62
-3% -$21.4K 0.1% 93
2024
Q2 		$697K Buy
2,092
+2
+0.1% +$693 0.09% 96
2024
Q1 		$766K Buy
2,090
+3
+0.1% +$959 0.11% 93
2023
Q4 		$617K Buy
2,087
+3
+0.1% +$778 0.1% 101
2023
Q3 		$569K Buy
2,084
+98
+5% +$26.6K 0.11% 102
2023
Q2 		$489K Buy
1,986
+4
+0.2% +$892 0.09% 109
2023
Q1 		$454K Buy
1,982
+2
+0.1% +$484 0.09% 107
2022
Q4 		$474K Sell
1,980
-157
-7% -$34.2K 0.11% 107
2022
Q3 		$351K Hold
2,137
– – 0.08% 113
2022
Q2 		$382K Sell
2,137
-91
-4% -$19.2K 0.09% 108
2022
Q1 		$496K Buy
+2,228
New +$467K 0.1% 102

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

Bensler's CAT Position: Q2 2026 in Review

Bensler increased its Caterpillar (CAT) stake by 11% in Q2 2026, buying an estimated $170K and bringing the position to 2,003 shares worth $2.13M. The position accounts for 0.19% of the portfolio, ranked #79.

Bensler first reported a position in CAT in Q1 2022 and has held it in 18 quarters since. 4,033 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Bensler held 2,003 shares of Caterpillar worth $2.13M as of Q2 2026.
  • Bensler bought 193 Caterpillar shares in Q2 2026, an estimated $170K.
  • Caterpillar made up 0.19% of Bensler's portfolio in Q2 2026, its #79 holding.
  • Bensler first reported a position in Caterpillar in Q1 2022 and has held it in 18 quarters since.
  • 4,033 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Bensler's 13F filing for Q2 2026, filed 23 Jul 2026.