Carmel Capital Partners’s Caterpillar CAT Stock Holding History

Carmel Capital Partners’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	$345K	Buy	324 +4	+1%	+$3.51K	0.11%	97
2026 Q1	$227K	Buy	+320	New	+$222K	0.08%	108
2025 Q3	–	Sell	-917	Closed	-$356K	–	117
2025 Q2	$356K	Sell	917 -121	-12%	-$40.3K	0.12%	107
2025 Q1	$342K	Buy	1,038 +4	+0.4%	+$1.43K	0.13%	114
2024 Q4	$375K	Buy	1,034 +2	+0.2%	+$776	0.15%	102
2024 Q3	$404K	Buy	1,032 +63	+7%	+$21.8K	0.16%	105
2024 Q2	$323K	Buy	969 +81	+9%	+$28.1K	0.14%	112
2024 Q1	$325K	Buy	888 +15	+2%	+$4.79K	0.13%	111
2023 Q4	$258K	Buy	873 +8	+0.9%	+$2.08K	0.13%	123
2023 Q3	$236K	Buy	865 +18	+2%	+$4.88K	0.11%	134
2023 Q2	$208K	Buy	847 +52	+7%	+$11.6K	0.11%	113
2023 Q1	$182K	Buy	+795	New	+$192K	0.11%	134

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

Carmel Capital Partners's CAT Position: Q2 2026 in Review

Carmel Capital Partners increased its Caterpillar (CAT) stake by 1.3% in Q2 2026, buying an estimated $3.51K and bringing the position to 324 shares worth $345K. The position accounts for 0.11% of the portfolio, ranked #97.

Carmel Capital Partners first reported a position in CAT in Q1 2023 and has held it in 12 quarters since. The position peaked at $404K in Q3 2024. 4,050 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Carmel Capital Partners held 324 shares of Caterpillar worth $345K as of Q2 2026.
Carmel Capital Partners bought 4 Caterpillar shares in Q2 2026, an estimated $3.51K.
Caterpillar made up 0.11% of Carmel Capital Partners's portfolio in Q2 2026, its #97 holding.
Carmel Capital Partners first reported a position in Caterpillar in Q1 2023 and has held it in 12 quarters since.
Carmel Capital Partners's Caterpillar position peaked at $404K in Q3 2024.
4,050 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Carmel Capital Partners's 13F filing for Q2 2026, filed 30 Jul 2026.