Boit C.F. David’s Caterpillar CAT Stock Holding History

Boit C.F. David’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	$15.1M	Sell	14,200 -2,300	-14%	-$2.02M	6.36%	2
2026 Q1	$11.7M	Sell	16,500 -2,300	-12%	-$1.59M	5.19%	4
2025 Q4	$11.6M	Sell	18,800 -700	-4%	-$389K	5.02%	4
2025 Q3	$9.3M	Hold	19,500	–	–	4.21%	5
2025 Q2	$7.57M	Hold	19,500	–	–	3.64%	6
2025 Q1	$6.43M	Hold	19,500	–	–	3.23%	7
2024 Q4	$7.07M	Sell	19,500 -1,900	-9%	-$737K	2.88%	7
2024 Q3	$8.43M	Hold	21,400	–	–	4.18%	4
2024 Q2	$7.13M	Hold	21,400	–	–	3.71%	5
2024 Q1	$7.08M	Sell	21,400 -1,000	-4%	-$320K	3.87%	6
2023 Q4	$6.37M	Buy	22,400 +2,000	+10%	+$519K	3.6%	7
2023 Q3	$5.54M	Hold	20,400	–	–	3.79%	6
2023 Q2	$5.02M	Hold	20,400	–	–	3.33%	8
2023 Q1	$4.58M	Hold	20,400	–	–	3.13%	9
2022 Q4	$4.89M	Hold	20,400	–	–	3.48%	9
2022 Q3	$3.35M	Buy	+20,400	New	+$3.73M	2.72%	10
2022 Q1	$4.55M	Sell	20,400 -700	-3%	-$147K	2.99%	9
2021 Q4	$4.36M	Hold	21,100	–	–	2.77%	13
2021 Q3	$4.1M	Hold	21,100	–	–	2.81%	12
2021 Q2	$4.59M	Buy	+21,100	New	+$4.87M	3.5%	7

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Boit C.F. David's CAT Position: Q2 2026 in Review

Boit C.F. David reduced its Caterpillar (CAT) stake by 14% in Q2 2026, selling an estimated $2.02M and leaving 14,200 shares worth $15.1M. The position accounts for 6.36% of the portfolio, ranked #2.

Boit C.F. David first reported a position in CAT in Q2 2021 and has held it in 20 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Boit C.F. David held 14,200 shares of Caterpillar worth $15.1M as of Q2 2026.
Boit C.F. David sold 2,300 Caterpillar shares in Q2 2026, an estimated $2.02M.
Caterpillar made up 6.36% of Boit C.F. David's portfolio in Q2 2026, its #2 holding.
Boit C.F. David first reported a position in Caterpillar in Q2 2021 and has held it in 20 quarters since.
4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Boit C.F. David's 13F filing for Q2 2026, filed 30 Jul 2026.