BBES
CAT icon

Buffalo Business & Estate Services’s Caterpillar CAT Stock Holding History

Buffalo Business & Estate Services’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 		– Sell
-759
Closed -$667K – 51
2026
Q1 		$538K Sell
759
-13
-2% -$9K 0.08% 55
2025
Q4 		$442K Buy
+772
New +$429K 0.06% 56

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

Buffalo Business & Estate Services's CAT Position: Q2 2026 in Review

Buffalo Business & Estate Services sold out of Caterpillar (CAT) in Q2 2026, closing a stake of 759 shares — an estimated $667K sold.

Buffalo Business & Estate Services first reported a position in CAT in Q4 2025 and held it in 2 quarters. The position peaked at $538K in Q1 2026. 4,040 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Buffalo Business & Estate Services reported no remaining Caterpillar position as of Q2 2026 after selling out during the quarter.
  • Buffalo Business & Estate Services sold 759 Caterpillar shares in Q2 2026, an estimated $667K.
  • Buffalo Business & Estate Services first reported a position in Caterpillar in Q4 2025 and held it in 2 quarters.
  • Buffalo Business & Estate Services's Caterpillar position peaked at $538K in Q1 2026.
  • 4,040 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Buffalo Business & Estate Services's 13F filing for Q2 2026, filed 23 Jul 2026.