Camarda Financial Advisors’s Caterpillar CAT Stock Holding History

Camarda Financial 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	$4.56M	Buy	4,280 +1,675	+64%	+$1.47M	1.38%	20
2026 Q1	$1.85M	Buy	+2,605	New	+$1.8M	0.97%	46
2025 Q1	–	Sell	-5,746	Closed	-$2.08M	–	101
2024 Q4	$2.08M	Buy	+5,746	New	+$2.23M	0.78%	40
2022 Q2	–	Sell	-1,950	Closed	-$434K	–	75
2022 Q1	$434K	Buy	+1,950	New	+$409K	0.21%	72
2021 Q3	–	Sell	-4,695	Closed	-$1.02M	–	82
2021 Q2	$1.02M	Buy	4,695 +58	+1%	+$13.4K	0.63%	34
2021 Q1	$1.07M	Sell	4,637 -163	-3%	-$33.7K	0.77%	28
2020 Q4	$874K	Buy	+4,800	New	+$814K	0.74%	31
2019 Q3	–	Sell	-84	Closed	-$11K	–	105
2019 Q2	$11K	Buy	+84	New	+$11.1K	0.02%	146
2018 Q4	–	Sell	-300	Closed	-$46K	–	175
2018 Q3	$46K	Buy	+300	New	+$42.4K	0.05%	115
2018 Q1	–	Sell	-150	Closed	-$24K	–	172
2017 Q4	$24K	Hold	150	–	–	0.03%	132
2017 Q3	$19K	Hold	150	–	–	0.02%	154
2017 Q2	$16K	Buy	+150	New	+$15.2K	0.02%	160

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Camarda Financial Advisors's CAT Position: Q2 2026 in Review

Camarda Financial Advisors increased its Caterpillar (CAT) stake by 64% in Q2 2026, buying an estimated $1.47M and bringing the position to 4,280 shares worth $4.56M. The position accounts for 1.38% of the portfolio, ranked #20.

Camarda Financial Advisors first reported a position in CAT in Q2 2017 and has held it in 12 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Camarda Financial Advisors held 4,280 shares of Caterpillar worth $4.56M as of Q2 2026.
Camarda Financial Advisors bought 1,675 Caterpillar shares in Q2 2026, an estimated $1.47M.
Caterpillar made up 1.38% of Camarda Financial Advisors's portfolio in Q2 2026, its #20 holding.
Camarda Financial Advisors first reported a position in Caterpillar in Q2 2017 and has held it in 12 quarters since.
4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Camarda Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.