BIA
CAT icon

Bigelow Investment Advisors’s Caterpillar CAT Stock Holding History

Bigelow Investment 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 		$1.69M Sell
1,591
-60
-4% -$52.7K 0.61% 44
2026
Q1 		$1.17M Sell
1,651
-13
-0.8% -$9K 0.47% 55
2025
Q4 		$953K Sell
1,664
-51
-3% -$28.3K 0.37% 69
2025
Q3 		$818K Buy
1,715
+46
+3% +$19.6K 0.33% 76
2025
Q2 		$648K Buy
1,669
+47
+3% +$15.7K 0.29% 90
2025
Q1 		$535K Buy
1,622
+124
+8% +$44.2K 0.25% 98
2024
Q4 		$543K Sell
1,498
-79
-5% -$30.6K 0.26% 100
2024
Q3 		$617K Buy
1,577
+30
+2% +$10.4K 0.28% 102
2024
Q2 		$515K Sell
1,547
-4
-0.3% -$1.39K 0.25% 106
2024
Q1 		$568K Buy
1,551
+24
+2% +$7.67K 0.28% 98
2023
Q4 		$451K Buy
1,527
+27
+2% +$7K 0.24% 102
2023
Q3 		$410K Hold
1,500
– – 0.24% 103
2023
Q2 		$369K Buy
1,500
+79
+6% +$17.6K 0.2% 114
2023
Q1 		$325K Sell
1,421
-4
-0.3% -$967 0.19% 120
2022
Q4 		$341K Sell
1,425
-186
-12% -$40.5K 0.2% 119
2022
Q3 		$264K Buy
1,611
+279
+21% +$51K 0.16% 122
2022
Q2 		$238K Buy
1,332
+227
+21% +$47.8K 0.13% 130
2022
Q1 		$246K Buy
+1,105
New +$232K 0.11% 134
2021
Q3 		– Sell
-1,013
Closed -$220K – 142
2021
Q2 		$220K Buy
1,013
+25
+3% +$5.77K 0.11% 136
2021
Q1 		$229K Sell
988
-265
-21% -$54.9K 0.12% 132
2020
Q4 		$228K Buy
+1,253
New +$212K 0.12% 132
2018
Q4 		– Sell
-1,410
Closed -$215K – 149
2018
Q3 		$215K Buy
+1,410
New +$199K 0.14% 146

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

Bigelow Investment Advisors's CAT Position: Q2 2026 in Review

Bigelow Investment Advisors reduced its Caterpillar (CAT) stake by 3.6% in Q2 2026, selling an estimated $52.7K and leaving 1,591 shares worth $1.69M. The position accounts for 0.61% of the portfolio, ranked #44.

Bigelow Investment Advisors first reported a position in CAT in Q3 2018 and has held it in 22 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Bigelow Investment Advisors held 1,591 shares of Caterpillar worth $1.69M as of Q2 2026.
  • Bigelow Investment Advisors sold 60 Caterpillar shares in Q2 2026, an estimated $52.7K.
  • Caterpillar made up 0.61% of Bigelow Investment Advisors's portfolio in Q2 2026, its #44 holding.
  • Bigelow Investment Advisors first reported a position in Caterpillar in Q3 2018 and has held it in 22 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Bigelow Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.