Cascade Financial Partners’s Caterpillar CAT Stock Holding History

Cascade Financial 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	$672K	Sell	631 -16	-2%	-$14.1K	0.06%	155
2026 Q1	$458K	Sell	647 -90	-12%	-$62.3K	0.05%	169
2025 Q4	$422K	Sell	737 -24	-3%	-$13.3K	0.04%	178
2025 Q3	$363K	Hold	761	–	–	0.04%	190
2025 Q2	$295K	Buy	761 +40	+6%	+$13.3K	0.04%	205
2025 Q1	$238K	Sell	721 -9	-1%	-$3.21K	0.03%	218
2024 Q4	$265K	Hold	730	–	–	0.03%	202
2024 Q3	$284K	Hold	730	–	–	0.04%	193
2024 Q2	$243K	Hold	730	–	–	0.03%	202
2024 Q1	$267K	Buy	+730	New	+$233K	0.04%	190

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

Cascade Financial Partners's CAT Position: Q2 2026 in Review

Cascade Financial Partners reduced its Caterpillar (CAT) stake by 2.5% in Q2 2026, selling an estimated $14.1K and leaving 631 shares worth $672K. The position accounts for 0.06% of the portfolio, ranked #155.

Cascade Financial Partners first reported a position in CAT in Q1 2024 and has held it in 10 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Cascade Financial Partners held 631 shares of Caterpillar worth $672K as of Q2 2026.
Cascade Financial Partners sold 16 Caterpillar shares in Q2 2026, an estimated $14.1K.
Caterpillar made up 0.06% of Cascade Financial Partners's portfolio in Q2 2026, its #155 holding.
Cascade Financial Partners first reported a position in Caterpillar in Q1 2024 and has held it in 10 quarters since.
4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.