CPA
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Capital Performance Advisors’s Caterpillar CAT Stock Holding History

Capital Performance 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 		$2.09M Buy
2,960
+695
+31% +$611K 0.13% 73
2026
Q1 		$1.6M Buy
2,265
+92
+4% +$63.7K 0.11% 85
2025
Q4 		$1.24M Buy
2,173
+1,469
+209% +$816K 0.09% 99
2025
Q3 		$336K Buy
+704
New +$301K 0.06% 193
2024
Q4 		– Sell
-91
Closed -$35.6K – 583
2024
Q3 		$35.6K Buy
+91
New +$31.4K 0.01% 439

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Capital Performance Advisors's CAT Position: Q2 2026 in Review

Capital Performance Advisors increased its Caterpillar (CAT) stake by 31% in Q2 2026, buying an estimated $611K and bringing the position to 2,960 shares worth $2.09M. The position accounts for 0.13% of the portfolio, ranked #73.

Capital Performance Advisors first reported a position in CAT in Q3 2024 and has held it in 5 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Capital Performance Advisors held 2,960 shares of Caterpillar worth $2.09M as of Q2 2026.
  • Capital Performance Advisors bought 695 Caterpillar shares in Q2 2026, an estimated $611K.
  • Caterpillar made up 0.13% of Capital Performance Advisors's portfolio in Q2 2026, its #73 holding.
  • Capital Performance Advisors first reported a position in Caterpillar in Q3 2024 and has held it in 5 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.