Capital Group Private Client Services’s Caterpillar CAT Stock Holding History

Capital Group Private Client Services’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	$9.18M	Buy	8,616 +1,948	+29%	+$1.71M	0.13%	69
2026 Q1	$4.72M	Buy	6,668 +156	+2%	+$108K	0.08%	105
2025 Q4	$3.73M	Buy	+6,512	New	+$3.62M	0.06%	141
2023 Q1	–	Sell	-995	Closed	-$238K	–	238
2022 Q4	$238K	Buy	+995	New	+$217K	﹤0.01%	231
2022 Q2	–	Sell	-995	Closed	-$222K	–	232
2022 Q1	$222K	Buy	+995	New	+$209K	﹤0.01%	228

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

Capital Group Private Client Services's CAT Position: Q2 2026 in Review

Capital Group Private Client Services increased its Caterpillar (CAT) stake by 29% in Q2 2026, buying an estimated $1.71M and bringing the position to 8,616 shares worth $9.18M. The position accounts for 0.13% of the portfolio, ranked #69.

Capital Group Private Client Services first reported a position in CAT in Q1 2022 and has held it in 5 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Capital Group Private Client Services held 8,616 shares of Caterpillar worth $9.18M as of Q2 2026.
Capital Group Private Client Services bought 1,948 Caterpillar shares in Q2 2026, an estimated $1.71M.
Caterpillar made up 0.13% of Capital Group Private Client Services's portfolio in Q2 2026, its #69 holding.
Capital Group Private Client Services first reported a position in Caterpillar in Q1 2022 and has held it in 5 quarters since.
4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.