Bleakley Financial Group
CAT icon

Bleakley Financial Group’s Caterpillar CAT Stock Holding History

Bleakley 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
Q3 		$24.4M Buy
30,096
+3,775
+14% +$3.2M 0.28% 67
2026
Q2 		$28M Buy
26,321
+1,904
+8% +$1.67M 0.36% 57
2026
Q1 		$17.3M Buy
24,417
+993
+4% +$688K 0.27% 68
2025
Q4 		$13.4M Buy
23,424
+2,131
+10% +$1.18M 0.23% 75
2025
Q3 		$10.2M Buy
21,293
+145
+0.7% +$61.9K 0.24% 79
2025
Q2 		$8.21M Buy
21,148
+1,400
+7% +$467K 0.21% 91
2025
Q1 		$6.51M Buy
19,748
+388
+2% +$138K 0.21% 93
2024
Q4 		$7.02M Buy
19,360
+136
+0.7% +$52.7K 0.21% 77
2024
Q3 		$7.52M Buy
19,224
+281
+1% +$97K 0.23% 70
2024
Q2 		$6.31M Buy
18,943
+160
+0.9% +$55.5K 0.18% 110
2024
Q1 		$6.88M Buy
18,783
+282
+2% +$90.1K 0.2% 97
2023
Q4 		$5.47M Buy
18,501
+103
+0.6% +$26.7K 0.17% 111
2023
Q3 		$5.02M Sell
18,398
-1,701
-8% -$461K 0.18% 112
2023
Q2 		$4.95M Buy
20,099
+93
+0.5% +$20.7K 0.15% 121
2023
Q1 		$4.58M Buy
20,006
+743
+4% +$180K 0.15% 120
2022
Q4 		$4.61M Buy
+19,263
New +$4.19M 0.17% 113

Other funds holding CAT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bleakley Financial Group's CAT Position: Q3 2026 in Review

Bleakley Financial Group increased its Caterpillar (CAT) stake by 14% in Q3 2026, buying an estimated $3.2M and bringing the position to 30,096 shares worth $24.4M. The position accounts for 0.28% of the portfolio, ranked #67.

Bleakley Financial Group first reported a position in CAT in Q4 2022 and has held it in 16 quarters since. The position peaked at $28M in Q2 2026. 3,455 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Bleakley Financial Group held 30,096 shares of Caterpillar worth $24.4M as of Q3 2026.
  • Bleakley Financial Group bought 3,775 Caterpillar shares in Q3 2026, an estimated $3.2M.
  • Caterpillar made up 0.28% of Bleakley Financial Group's portfolio in Q3 2026, its #67 holding.
  • Bleakley Financial Group first reported a position in Caterpillar in Q4 2022 and has held it in 16 quarters since.
  • Bleakley Financial Group's Caterpillar position peaked at $28M in Q2 2026.
  • 3,455 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Bleakley Financial Group's 13F filing for Q3 2026, filed 13 Nov 2026.