BFG
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Berger Financial Group’s Caterpillar CAT Stock Holding History

Berger Financial Group’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 		$3.88M Buy
3,646
+681
+23% +$598K 0.2% 99
2026
Q1 		$2.1M Sell
2,965
-133
-4% -$92.1K 0.12% 140
2025
Q4 		$1.77M Sell
3,098
-37
-1% -$20.6K 0.1% 151
2025
Q3 		$1.5M Sell
3,135
-146
-4% -$62.3K 0.09% 172
2025
Q2 		$1.27M Sell
3,281
-256
-7% -$85.3K 0.08% 170
2025
Q1 		$1.17M Sell
3,537
-354
-9% -$126K 0.08% 171
2024
Q4 		$1.41M Buy
3,891
+43
+1% +$16.7K 0.1% 152
2024
Q3 		$1.5M Sell
3,848
-59
-2% -$20.4K 0.11% 139
2024
Q2 		$1.3M Buy
3,907
+221
+6% +$76.6K 0.1% 135
2024
Q1 		$1.35M Buy
3,686
+1,734
+89% +$554K 0.11% 128
2023
Q4 		$577K Sell
1,952
-98
-5% -$25.4K 0.06% 156
2023
Q3 		$560K Sell
2,050
-36
-2% -$9.77K 0.06% 149
2023
Q2 		$513K Sell
2,086
-59
-3% -$13.2K 0.06% 154
2023
Q1 		$491K Buy
2,145
+4
+0.2% +$967 0.06% 152
2022
Q4 		$513K Sell
2,141
-38
-2% -$8.27K 0.07% 148
2022
Q3 		$357K Sell
2,179
-94
-4% -$17.2K 0.05% 165
2022
Q2 		$406K Buy
2,273
+187
+9% +$39.4K 0.06% 152
2022
Q1 		$465K Buy
2,086
+217
+12% +$45.5K 0.06% 154
2021
Q4 		$386K Buy
1,869
+543
+41% +$109K 0.05% 179
2021
Q3 		$255K Hold
1,326
– – 0.05% 176
2021
Q2 		$289K Buy
1,326
+15
+1% +$3.46K 0.05% 161
2021
Q1 		$304K Buy
1,311
+105
+9% +$21.7K 0.07% 147
2020
Q4 		$220K Buy
+1,206
New +$205K 0.04% 193

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Berger Financial Group's CAT Position: Q2 2026 in Review

Berger Financial Group increased its Caterpillar (CAT) stake by 23% in Q2 2026, buying an estimated $598K and bringing the position to 3,646 shares worth $3.88M. The position accounts for 0.2% of the portfolio, ranked #99.

Berger Financial Group first reported a position in CAT in Q4 2020 and has held it in 23 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Berger Financial Group held 3,646 shares of Caterpillar worth $3.88M as of Q2 2026.
  • Berger Financial Group bought 681 Caterpillar shares in Q2 2026, an estimated $598K.
  • Caterpillar made up 0.2% of Berger Financial Group's portfolio in Q2 2026, its #99 holding.
  • Berger Financial Group first reported a position in Caterpillar in Q4 2020 and has held it in 23 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.