BFAG
CAT icon

Blackston Financial Advisory Group’s Caterpillar CAT Stock Holding History

Blackston Financial Advisory 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 		$589K Buy
553
+59
+12% +$51.8K 0.33% 45
2026
Q1 		$350K Buy
+494
New +$342K 0.22% 62
2025
Q1 		– Sell
-15,003
Closed -$5.44M – 101
2024
Q4 		$5.44M Sell
15,003
-97
-0.6% -$37.6K 2.71% 11
2024
Q3 		$5.91M Buy
15,100
+91
+0.6% +$31.4K 3.05% 11
2024
Q2 		$5M Buy
+15,009
New +$5.2M 2.8% 6

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

Blackston Financial Advisory Group's CAT Position: Q2 2026 in Review

Blackston Financial Advisory Group increased its Caterpillar (CAT) stake by 12% in Q2 2026, buying an estimated $51.8K and bringing the position to 553 shares worth $589K. The position accounts for 0.33% of the portfolio, ranked #45.

Blackston Financial Advisory Group first reported a position in CAT in Q2 2024 and has held it in 5 quarters since. The position peaked at $5.91M in Q3 2024. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Blackston Financial Advisory Group held 553 shares of Caterpillar worth $589K as of Q2 2026.
  • Blackston Financial Advisory Group bought 59 Caterpillar shares in Q2 2026, an estimated $51.8K.
  • Caterpillar made up 0.33% of Blackston Financial Advisory Group's portfolio in Q2 2026, its #45 holding.
  • Blackston Financial Advisory Group first reported a position in Caterpillar in Q2 2024 and has held it in 5 quarters since.
  • Blackston Financial Advisory Group's Caterpillar position peaked at $5.91M in Q3 2024.
  • 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Blackston Financial Advisory Group's 13F filing for Q2 2026, filed 14 Aug 2026.