Broadleaf Partners’s Caterpillar CAT Stock Holding History

Broadleaf Partners’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	$713K	Sell	670 -70	-9%	-$61.5K	0.14%	50
2026 Q1	$524K	Hold	740	–	–	0.12%	55
2025 Q4	$424K	Hold	740	–	–	0.09%	59
2025 Q3	$353K	Hold	740	–	–	0.07%	62
2025 Q2	$287K	Hold	740	–	–	0.06%	73
2025 Q1	$244K	Hold	740	–	–	0.06%	75
2024 Q4	$268K	Sell	740 -20	-3%	-$7.76K	0.06%	74
2024 Q3	$297K	Hold	760	–	–	0.07%	70
2024 Q2	$253K	Hold	760	–	–	0.06%	71
2024 Q1	$278K	Hold	760	–	–	0.07%	71
2023 Q4	$225K	Hold	760	–	–	0.07%	78
2023 Q3	$207K	Buy	+760	New	+$206K	0.07%	70
2018 Q4	–	Sell	-9,204	Closed	-$1.4M	–	52
2018 Q3	$1.4M	Sell	9,204 -12,329	-57%	-$1.74M	0.94%	37
2018 Q2	$2.92M	Buy	21,533 +4,385	+26%	+$655K	2.14%	21
2018 Q1	$2.53M	Buy	17,148 +125	+0.7%	+$19.7K	1.94%	27
2017 Q4	$2.68M	Buy	+17,023	New	+$2.36M	2.23%	20

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

Broadleaf Partners's CAT Position: Q2 2026 in Review

Broadleaf Partners reduced its Caterpillar (CAT) stake by 9.5% in Q2 2026, selling an estimated $61.5K and leaving 670 shares worth $713K. The position accounts for 0.14% of the portfolio, ranked #50.

Broadleaf Partners first reported a position in CAT in Q4 2017 and has held it in 16 quarters since. The position peaked at $2.92M in Q2 2018. 4,058 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Broadleaf Partners held 670 shares of Caterpillar worth $713K as of Q2 2026.
Broadleaf Partners sold 70 Caterpillar shares in Q2 2026, an estimated $61.5K.
Caterpillar made up 0.14% of Broadleaf Partners's portfolio in Q2 2026, its #50 holding.
Broadleaf Partners first reported a position in Caterpillar in Q4 2017 and has held it in 16 quarters since.
Broadleaf Partners's Caterpillar position peaked at $2.92M in Q2 2018.
4,058 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Broadleaf Partners's 13F filing for Q2 2026, filed 13 Aug 2026.