CIAS
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CBIZ Investment Advisory Services’s Caterpillar CAT Stock Holding History

CBIZ Investment Advisory Services’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 		$287K Hold
405
– – 0.01% 41
2026
Q1 		$287K Sell
405
-102
-20% -$70.6K 0.01% 41
2025
Q4 		$291K Buy
507
+400
+374% +$222K 0.01% 45
2025
Q3 		$51.1K Buy
107
+9
+9% +$3.84K ﹤0.01% 127
2025
Q2 		$38K Buy
98
+48
+96% +$16K ﹤0.01% 161
2025
Q1 		$16.5K Buy
+50
New +$17.8K ﹤0.01% 258

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

CBIZ Investment Advisory Services's CAT Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Caterpillar (CAT) position steady in Q2 2026 at 405 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #41.

CBIZ Investment Advisory Services first reported a position in CAT in Q1 2025 and has held it in 6 quarters since. The position peaked at $291K in Q4 2025. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • CBIZ Investment Advisory Services held 405 shares of Caterpillar worth $287K as of Q2 2026.
  • CBIZ Investment Advisory Services left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #41 holding.
  • CBIZ Investment Advisory Services first reported a position in Caterpillar in Q1 2025 and has held it in 6 quarters since.
  • CBIZ Investment Advisory Services's Caterpillar position peaked at $291K in Q4 2025.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.