Bouchey Financial Group
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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
Q3 		$623K Buy
769
+42
+6% +$35.6K 0.04% 93
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

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Vanguard Capital Management
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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
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
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Bouchey Financial Group increased its Caterpillar (CAT) stake by 5.8% in Q3 2026, buying an estimated $35.6K and bringing the position to 769 shares worth $623K. The position accounts for 0.04% of the portfolio, ranked #93.

Bouchey Financial Group first reported a position in CAT in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.02M in Q1 2026. 3,266 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Bouchey Financial Group held 769 shares of Caterpillar worth $623K as of Q3 2026.
  • Bouchey Financial Group bought 42 Caterpillar shares in Q3 2026, an estimated $35.6K.
  • Caterpillar made up 0.04% of Bouchey Financial Group's portfolio in Q3 2026, its #93 holding.
  • Bouchey Financial Group first reported a position in Caterpillar in Q3 2023 and has held it in 13 quarters since.
  • Bouchey Financial Group's Caterpillar position peaked at $1.02M in Q1 2026.
  • 3,266 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Bouchey Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.