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Cadinha & Co’s Caterpillar CAT Stock Holding History

Cadinha & Co’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 		$23.7M Buy
22,251
+8,540
+62% +$7.5M 3.51% 10
2026
Q1 		$9.71M Sell
13,711
-11,426
-45% -$7.91M 1.81% 17
2025
Q4 		$14.4M Sell
25,137
-30,480
-55% -$16.9M 2.22% 21
2025
Q3 		$26.5M Buy
55,617
+604
+1% +$258K 3.61% 11
2025
Q2 		$21.4M Buy
+55,013
New +$18.3M 3.54% 11
2025
Q1 		– Sell
-30,553
Closed -$11.1M – 101
2024
Q4 		$11.1M Buy
+30,553
New +$11.8M 1.84% 23
2022
Q3 		– Sell
-1,510
Closed -$270K – 94
2022
Q2 		$270K Buy
1,510
+100
+7% +$21.1K 0.06% 82
2022
Q1 		$314K Sell
1,410
-65
-4% -$13.6K 0.05% 86
2021
Q4 		$305K Sell
1,475
-4,028
-73% -$811K 0.04% 94
2021
Q3 		$1.06M Sell
5,503
-2,891
-34% -$602K 0.15% 64
2021
Q2 		$1.83M Sell
8,394
-88,553
-91% -$20.5M 0.25% 47
2021
Q1 		$22.5M Sell
96,947
-9,430
-9% -$1.95M 3.24% 5
2020
Q4 		$19.4M Buy
+106,377
New +$18M 2.68% 19
2020
Q2 		– Sell
-2,627
Closed -$305K – 95
2020
Q1 		$305K Buy
+2,627
New +$336K 0.08% 72
2019
Q3 		– Sell
-6,436
Closed -$877K – 119
2019
Q2 		$877K Buy
6,436
+1,211
+23% +$160K 0.16% 67
2019
Q1 		$708K Buy
5,225
+1,280
+32% +$170K 0.14% 68
2018
Q4 		$501K Sell
3,945
-91,160
-96% -$11.9M 0.12% 63
2018
Q3 		$14.5M Buy
+95,105
New +$13.5M 2.29% 20

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

Cadinha & Co's CAT Position: Q2 2026 in Review

Cadinha & Co increased its Caterpillar (CAT) stake by 62% in Q2 2026, buying an estimated $7.5M and bringing the position to 22,251 shares worth $23.7M. The position accounts for 3.51% of the portfolio, ranked #10.

Cadinha & Co first reported a position in CAT in Q3 2018 and has held it in 18 quarters since. The position peaked at $26.5M in Q3 2025. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Cadinha & Co held 22,251 shares of Caterpillar worth $23.7M as of Q2 2026.
  • Cadinha & Co bought 8,540 Caterpillar shares in Q2 2026, an estimated $7.5M.
  • Caterpillar made up 3.51% of Cadinha & Co's portfolio in Q2 2026, its #10 holding.
  • Cadinha & Co first reported a position in Caterpillar in Q3 2018 and has held it in 18 quarters since.
  • Cadinha & Co's Caterpillar position peaked at $26.5M in Q3 2025.
  • 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Cadinha & Co's 13F filing for Q2 2026, filed 28 Jul 2026.