Bull Street Advisors’s Caterpillar CAT Stock Holding History

Bull Street Advisors’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	$373K	Hold	350	–	–	0.17%	86
2026 Q1	$248K	Hold	350	–	–	0.12%	88
2025 Q4	$201K	Buy	+350	New	+$195K	0.09%	92

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

Bull Street Advisors's CAT Position: Q2 2026 in Review

Bull Street Advisors held its Caterpillar (CAT) position steady in Q2 2026 at 350 shares worth $373K. The position accounts for 0.17% of the portfolio, ranked #86.

Bull Street Advisors first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Bull Street Advisors held 350 shares of Caterpillar worth $373K as of Q2 2026.
Bull Street Advisors left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.17% of Bull Street Advisors's portfolio in Q2 2026, its #86 holding.
Bull Street Advisors first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Bull Street Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.