Cascades Capital Asset Management’s Caterpillar CAT Stock Holding History

Cascades Capital Asset Management’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	$2.01M	Buy	1,887 +3	+0.2%	+$2.63K	0.74%	28
2026 Q1	$1.33M	Sell	1,884 -204	-10%	-$141K	0.56%	37
2025 Q4	$1.2M	Sell	2,088 -51	-2%	-$28.3K	0.5%	40
2025 Q3	$1.02M	Sell	2,139 -20	-0.9%	-$8.54K	0.45%	43
2025 Q2	$838K	Sell	2,159 -96	-4%	-$32K	0.43%	45
2025 Q1	$744K	Buy	2,255 +6	+0.3%	+$2.14K	0.4%	41
2024 Q4	$816K	Buy	2,249 +7	+0.3%	+$2.71K	0.44%	40
2024 Q3	$877K	Buy	+2,242	New	+$774K	0.48%	41

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

Cascades Capital Asset Management's CAT Position: Q2 2026 in Review

Cascades Capital Asset Management increased its Caterpillar (CAT) stake by 0.16% in Q2 2026, buying an estimated $2.63K and bringing the position to 1,887 shares worth $2.01M. The position accounts for 0.74% of the portfolio, ranked #28.

Cascades Capital Asset Management first reported a position in CAT in Q3 2024 and has held it in 8 quarters since. 4,058 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Cascades Capital Asset Management held 1,887 shares of Caterpillar worth $2.01M as of Q2 2026.
Cascades Capital Asset Management bought 3 Caterpillar shares in Q2 2026, an estimated $2.63K.
Caterpillar made up 0.74% of Cascades Capital Asset Management's portfolio in Q2 2026, its #28 holding.
Cascades Capital Asset Management first reported a position in Caterpillar in Q3 2024 and has held it in 8 quarters since.
4,058 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Cascades Capital Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.