BFG
CAT icon

Bouchey Financial Group’s Caterpillar CAT Stock Holding History

Bouchey 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 		$774K Sell
727
-571
-44% -$502K 0.05% 78
2026
Q1 		$1.02M Buy
1,298
+318
+32% +$220K 0.07% 57
2025
Q4 		$561K Buy
980
+44
+5% +$24.5K 0.04% 81
2025
Q3 		$447K Hold
936
– – 0.03% 88
2025
Q2 		$363K Buy
936
+139
+17% +$46.3K 0.03% 96
2025
Q1 		$263K Sell
797
-29
-4% -$10.3K 0.02% 110
2024
Q4 		$300K Buy
826
+15
+2% +$5.82K 0.03% 103
2024
Q3 		$317K Buy
811
+20
+3% +$6.91K 0.03% 114
2024
Q2 		$263K Hold
791
– – 0.03% 114
2024
Q1 		$290K Hold
791
– – 0.03% 106
2023
Q4 		$234K Buy
791
+13
+2% +$3.37K 0.03% 122
2023
Q3 		$212K Buy
+778
New +$211K 0.03% 117

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

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

Bouchey Financial Group reduced its Caterpillar (CAT) stake by 44% in Q2 2026, selling an estimated $502K and leaving 727 shares worth $774K. The position accounts for 0.05% of the portfolio, ranked #78.

Bouchey Financial Group first reported a position in CAT in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.02M in Q1 2026. 4,053 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Bouchey Financial Group held 727 shares of Caterpillar worth $774K as of Q2 2026.
  • Bouchey Financial Group sold 571 Caterpillar shares in Q2 2026, an estimated $502K.
  • Caterpillar made up 0.05% of Bouchey Financial Group's portfolio in Q2 2026, its #78 holding.
  • Bouchey Financial Group first reported a position in Caterpillar in Q3 2023 and has held it in 12 quarters since.
  • Bouchey Financial Group's Caterpillar position peaked at $1.02M in Q1 2026.
  • 4,053 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Bouchey Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.