CPA
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Cardiff Park Advisors’s Caterpillar CAT Stock Holding History

Cardiff Park 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 		$1.8M Sell
1,688
-148
-8% -$130K 0.14% 83
2026
Q1 		$1.3M Sell
1,836
-1
-0.1% -$693 0.1% 97
2025
Q4 		$1.05M Sell
1,837
-2,597
-59% -$1.44M 0.09% 116
2025
Q3 		$2.12M Buy
4,434
+18
+0.4% +$7.68K 0.16% 77
2025
Q2 		$1.71M Buy
4,416
+183
+4% +$61K 0.15% 77
2025
Q1 		$1.4M Sell
4,233
-17
-0.4% -$6.05K 0.13% 81
2024
Q4 		$1.54M Buy
4,250
+14
+0.3% +$5.43K 0.15% 76
2024
Q3 		$1.66M Buy
4,236
+15
+0.4% +$5.18K 0.15% 73
2024
Q2 		$1.41M Buy
4,221
+13
+0.3% +$4.51K 0.13% 76
2024
Q1 		$1.54M Buy
4,208
+15
+0.4% +$4.79K 0.15% 75
2023
Q4 		$1.24M Buy
4,193
+1,014
+32% +$263K 0.14% 76
2023
Q3 		$868K Buy
3,179
+12
+0.4% +$3.25K 0.11% 93
2023
Q2 		$779K Buy
3,167
+15
+0.5% +$3.34K 0.1% 102
2023
Q1 		$721K Buy
3,152
+12
+0.4% +$2.9K 0.09% 106
2022
Q4 		$752K Buy
3,140
+11
+0.4% +$2.4K 0.11% 106
2022
Q3 		$513K Sell
3,129
-54
-2% -$9.86K 0.08% 138
2022
Q2 		$569K Sell
3,183
-85
-3% -$17.9K 0.09% 126
2022
Q1 		$728K Buy
3,268
+84
+3% +$17.6K 0.1% 103
2021
Q4 		$658K Buy
+3,184
New +$641K 0.09% 118

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

Cardiff Park Advisors's CAT Position: Q2 2026 in Review

Cardiff Park Advisors reduced its Caterpillar (CAT) stake by 8.1% in Q2 2026, selling an estimated $130K and leaving 1,688 shares worth $1.8M. The position accounts for 0.14% of the portfolio, ranked #83.

Cardiff Park Advisors first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.12M in Q3 2025. 4,062 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Cardiff Park Advisors held 1,688 shares of Caterpillar worth $1.8M as of Q2 2026.
  • Cardiff Park Advisors sold 148 Caterpillar shares in Q2 2026, an estimated $130K.
  • Caterpillar made up 0.14% of Cardiff Park Advisors's portfolio in Q2 2026, its #83 holding.
  • Cardiff Park Advisors first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
  • Cardiff Park Advisors's Caterpillar position peaked at $2.12M in Q3 2025.
  • 4,062 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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