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Cannell & Spears’s Caterpillar CAT Stock Holding History

Cannell & Spears’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 		$19.7M Sell
18,543
-342
-2% -$300K 0.35% 74
2026
Q1 		$13.4M Buy
18,885
+28
+0.1% +$19.4K 0.26% 86
2025
Q4 		$10.8M Buy
18,857
+4
+0% +$2.22K 0.2% 93
2025
Q3 		$9M Sell
18,853
-87
-0.5% -$37.1K 0.17% 106
2025
Q2 		$7.35M Sell
18,940
-69
-0.4% -$23K 0.15% 113
2025
Q1 		$6.27M Sell
19,009
-216
-1% -$76.9K 0.14% 116
2024
Q4 		$6.97M Buy
19,225
+109
+0.6% +$42.3K 0.14% 113
2024
Q3 		$7.48M Buy
19,116
+465
+2% +$161K 0.15% 113
2024
Q2 		$6.21M Sell
18,651
-4,839
-21% -$1.68M 0.13% 116
2024
Q1 		$8.61M Buy
+23,490
New +$7.51M 0.18% 103

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

Cannell & Spears's CAT Position: Q2 2026 in Review

Cannell & Spears reduced its Caterpillar (CAT) stake by 1.8% in Q2 2026, selling an estimated $300K and leaving 18,543 shares worth $19.7M. The position accounts for 0.35% of the portfolio, ranked #74.

Cannell & Spears first reported a position in CAT in Q1 2024 and has held it in 10 quarters since. 4,047 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Cannell & Spears held 18,543 shares of Caterpillar worth $19.7M as of Q2 2026.
  • Cannell & Spears sold 342 Caterpillar shares in Q2 2026, an estimated $300K.
  • Caterpillar made up 0.35% of Cannell & Spears's portfolio in Q2 2026, its #74 holding.
  • Cannell & Spears first reported a position in Caterpillar in Q1 2024 and has held it in 10 quarters since.
  • 4,047 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Cannell & Spears's 13F filing for Q2 2026, filed 11 Aug 2026.