BDFN
CAT icon

Bond & Devick Financial Network’s Caterpillar CAT Stock Holding History

Bond & Devick Financial Network’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 		$551K Hold
517
– – 0.14% 101
2026
Q1 		$366K Buy
517
+34
+7% +$23.5K 0.1% 122
2025
Q4 		$277K Buy
483
+55
+13% +$30.6K 0.08% 149
2025
Q3 		$204K Buy
+428
New +$183K 0.06% 181
2025
Q1 		– Sell
-528
Closed -$207K – 162
2024
Q4 		$207K Hold
528
– – 0.09% 152
2024
Q3 		$207K Buy
+528
New +$182K 0.09% 152

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

Bond & Devick Financial Network's CAT Position: Q2 2026 in Review

Bond & Devick Financial Network held its Caterpillar (CAT) position steady in Q2 2026 at 517 shares worth $551K. The position accounts for 0.14% of the portfolio, ranked #101.

Bond & Devick Financial Network first reported a position in CAT in Q3 2024 and has held it in 6 quarters since. 4,042 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Bond & Devick Financial Network held 517 shares of Caterpillar worth $551K as of Q2 2026.
  • Bond & Devick Financial Network left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.14% of Bond & Devick Financial Network's portfolio in Q2 2026, its #101 holding.
  • Bond & Devick Financial Network first reported a position in Caterpillar in Q3 2024 and has held it in 6 quarters since.
  • 4,042 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Bond & Devick Financial Network's 13F filing for Q2 2026, filed 16 Jul 2026.