BFG
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bouchey Financial Group's CAT Position: Q1 2026 in Review

Bouchey Financial Group increased its Caterpillar (CAT) stake by 32% in Q1 2026, buying an estimated $220K and bringing the position to 1,298 shares worth $1.02M. The position accounts for 0.07% of the portfolio, ranked #57.

Bouchey Financial Group first reported a position in CAT in Q3 2023 and has held it in 11 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Bouchey Financial Group held 1,298 shares of Caterpillar worth $1.02M as of Q1 2026.
  • Bouchey Financial Group bought 318 Caterpillar shares in Q1 2026, an estimated $220K.
  • Caterpillar made up 0.07% of Bouchey Financial Group's portfolio in Q1 2026, its #57 holding.
  • Bouchey Financial Group first reported a position in Caterpillar in Q3 2023 and has held it in 11 quarters since.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Bouchey Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.