BFG
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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
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 $6.73T 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

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

Bleakley Financial Group increased its Caterpillar (CAT) stake by 7.8% in Q2 2026, buying an estimated $1.67M and bringing the position to 26,321 shares worth $28M. The position accounts for 0.36% of the portfolio, ranked #57.

Bleakley Financial Group first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. 4,047 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Bleakley Financial Group held 26,321 shares of Caterpillar worth $28M as of Q2 2026.
  • Bleakley Financial Group bought 1,904 Caterpillar shares in Q2 2026, an estimated $1.67M.
  • Caterpillar made up 0.36% of Bleakley Financial Group's portfolio in Q2 2026, its #57 holding.
  • Bleakley Financial Group first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
  • 4,047 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.