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Carbahal Olsen Financial Services Group’s Caterpillar CAT Stock Holding History

Carbahal Olsen Financial Services Group’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 		$582K Sell
546
-82
-13% -$72K 0.4% 18
2026
Q1 		$445K Sell
628
-2
-0.3% -$1.39K 0.36% 21
2025
Q4 		$361K Buy
630
+2
+0.3% +$1.11K 0.28% 24
2025
Q3 		$300K Hold
628
– – 0.24% 31
2025
Q2 		$244K Buy
628
+7
+1% +$2.33K 0.21% 34
2025
Q1 		$205K Buy
+621
New +$221K 0.19% 34

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

Carbahal Olsen Financial Services Group's CAT Position: Q2 2026 in Review

Carbahal Olsen Financial Services Group reduced its Caterpillar (CAT) stake by 13% in Q2 2026, selling an estimated $72K and leaving 546 shares worth $582K. The position accounts for 0.4% of the portfolio, ranked #18.

Carbahal Olsen Financial Services Group first reported a position in CAT in Q1 2025 and has held it in 6 quarters since. 4,022 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Carbahal Olsen Financial Services Group held 546 shares of Caterpillar worth $582K as of Q2 2026.
  • Carbahal Olsen Financial Services Group sold 82 Caterpillar shares in Q2 2026, an estimated $72K.
  • Caterpillar made up 0.4% of Carbahal Olsen Financial Services Group's portfolio in Q2 2026, its #18 holding.
  • Carbahal Olsen Financial Services Group first reported a position in Caterpillar in Q1 2025 and has held it in 6 quarters since.
  • 4,022 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Carbahal Olsen Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.