CFO
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Callan Family Office’s Caterpillar CAT Stock Holding History

Callan Family Office’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 		$21.4M Buy
20,108
+849
+4% +$746K 0.42% 40
2026
Q1 		$13.6M Sell
19,259
-332
-2% -$230K 0.31% 63
2025
Q4 		$11.2M Buy
19,591
+4,371
+29% +$2.43M 0.24% 81
2025
Q3 		$7.26M Sell
15,220
-2,115
-12% -$903K 0.23% 95
2025
Q2 		$6.73M Buy
17,335
+12,765
+279% +$4.25M 0.21% 109
2025
Q1 		$1.51M Sell
4,570
-8,187
-64% -$2.92M 0.11% 160
2024
Q4 		$4.63M Buy
12,757
+10,613
+495% +$4.12M 0.29% 65
2024
Q3 		$839K Buy
2,144
+83
+4% +$28.7K 0.14% 77
2024
Q2 		$687K Buy
2,061
+1,191
+137% +$413K 0.13% 71
2024
Q1 		$319K Sell
870
-802
-48% -$256K 0.07% 75
2023
Q4 		$494K Buy
1,672
+122
+8% +$31.6K 0.12% 57
2023
Q3 		$423K Sell
1,550
-145
-9% -$39.3K 0.11% 59
2023
Q2 		$417K Sell
1,695
-30
-2% -$6.69K 0.11% 68
2023
Q1 		$395K Sell
1,725
-14,027
-89% -$3.39M 0.1% 112
2022
Q4 		$3.78M Buy
+15,752
New +$3.43M 1.22% 18

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

Callan Family Office's CAT Position: Q2 2026 in Review

Callan Family Office increased its Caterpillar (CAT) stake by 4.4% in Q2 2026, buying an estimated $746K and bringing the position to 20,108 shares worth $21.4M. The position accounts for 0.42% of the portfolio, ranked #40.

Callan Family Office first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Callan Family Office held 20,108 shares of Caterpillar worth $21.4M as of Q2 2026.
  • Callan Family Office bought 849 Caterpillar shares in Q2 2026, an estimated $746K.
  • Caterpillar made up 0.42% of Callan Family Office's portfolio in Q2 2026, its #40 holding.
  • Callan Family Office first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
  • 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.