Ceeto Capital Group’s Caterpillar CAT Stock Holding History

Ceeto Capital Group’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	$319K	Hold	300	–	–	0.09%	145
2026 Q1	$213K	Buy	+300	New	+$208K	0.07%	157
2024 Q3	–	Sell	-1,000	Closed	-$333K	–	176
2024 Q2	$333K	Hold	1,000	–	–	0.13%	120
2024 Q1	$366K	Sell	1,000 -1,000	-50%	-$320K	0.15%	121
2023 Q4	$591K	Hold	2,000	–	–	0.25%	85
2023 Q3	$546K	Hold	2,000	–	–	0.26%	83
2023 Q2	$492K	Hold	2,000	–	–	0.23%	94
2023 Q1	$458K	Hold	2,000	–	–	0.23%	103
2022 Q4	$479K	Hold	2,000	–	–	0.26%	93
2022 Q3	$328K	Hold	2,000	–	–	0.19%	112
2022 Q2	$358K	Sell	2,000 -1,000	-33%	-$211K	0.2%	108
2022 Q1	$668K	Hold	3,000	–	–	0.31%	81
2021 Q4	$620K	Hold	3,000	–	–	0.26%	86
2021 Q3	$576K	Hold	3,000	–	–	0.27%	85
2021 Q2	$653K	Hold	3,000	–	–	0.29%	82
2021 Q1	$696K	Hold	3,000	–	–	0.34%	73
2020 Q4	$546K	Hold	3,000	–	–	0.28%	82
2020 Q3	$447K	Hold	3,000	–	–	0.25%	86
2020 Q2	$380K	Sell	3,000 -173	-5%	-$20.5K	0.25%	93
2020 Q1	$368K	Buy	3,173 +1,173	+59%	+$150K	0.3%	85
2019 Q4	$295K	Hold	2,000	–	–	0.19%	109
2019 Q3	$253K	Hold	2,000	–	–	0.18%	111
2019 Q2	$273K	Hold	2,000	–	–	0.2%	105
2019 Q1	$271K	Hold	2,000	–	–	0.2%	110
2018 Q4	$254K	Hold	2,000	–	–	0.21%	105
2018 Q3	$305K	Hold	2,000	–	–	0.21%	106
2018 Q2	$271K	Hold	2,000	–	–	0.2%	106
2018 Q1	$295K	Buy	+2,000	New	+$316K	0.22%	98

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

Ceeto Capital Group's CAT Position: Q2 2026 in Review

Ceeto Capital Group held its Caterpillar (CAT) position steady in Q2 2026 at 300 shares worth $319K. The position accounts for 0.09% of the portfolio, ranked #145.

Ceeto Capital Group first reported a position in CAT in Q1 2018 and has held it in 28 quarters since. The position peaked at $696K in Q1 2021. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Ceeto Capital Group held 300 shares of Caterpillar worth $319K as of Q2 2026.
Ceeto Capital Group left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.09% of Ceeto Capital Group's portfolio in Q2 2026, its #145 holding.
Ceeto Capital Group first reported a position in Caterpillar in Q1 2018 and has held it in 28 quarters since.
Ceeto Capital Group's Caterpillar position peaked at $696K in Q1 2021.
4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Ceeto Capital Group's 13F filing for Q2 2026, filed 14 Aug 2026.