CG
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CFO4Life Group’s Caterpillar CAT Stock Holding History

CFO4Life 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 		$518K Buy
486
+3
+0.6% +$2.63K 0.07% 129
2026
Q1 		$342K Sell
483
-143
-23% -$99K 0.05% 152
2025
Q4 		$359K Buy
626
+15
+2% +$8.34K 0.05% 156
2025
Q3 		$292K Buy
611
+25
+4% +$10.7K 0.04% 172
2025
Q2 		$227K Buy
+586
New +$195K 0.04% 202
2025
Q1 		– Sell
-814
Closed -$295K – 224
2024
Q4 		$295K Sell
814
-3
-0.4% -$1.16K 0.05% 156
2024
Q3 		$320K Sell
817
-73
-8% -$25.2K 0.06% 151
2024
Q2 		$297K Sell
890
-122
-12% -$42.3K 0.06% 149
2024
Q1 		$371K Buy
1,012
+247
+32% +$78.9K 0.07% 135
2023
Q4 		$226K Sell
765
-15
-2% -$3.89K 0.04% 159
2023
Q3 		$213K Buy
+780
New +$212K 0.05% 145
2023
Q2 		– Sell
-910
Closed -$208K – 181
2023
Q1 		$208K Sell
910
-78
-8% -$18.9K 0.05% 147
2022
Q4 		$237K Buy
+988
New +$215K 0.05% 151
2022
Q1 		– Sell
-1,153
Closed -$238K – 159
2021
Q4 		$238K Buy
+1,153
New +$232K 0.05% 134
2021
Q3 		– Sell
-1,015
Closed -$221K – 146
2021
Q2 		$221K Sell
1,015
-769
-43% -$178K 0.05% 129
2021
Q1 		$414K Sell
1,784
-122
-6% -$25.3K 0.1% 101
2020
Q4 		$347K Buy
1,906
+31
+2% +$5.26K 0.1% 110
2020
Q3 		$280K Buy
1,875
+140
+8% +$19.7K 0.09% 105
2020
Q2 		$219K Buy
+1,735
New +$206K 0.08% 112

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

CFO4Life Group's CAT Position: Q2 2026 in Review

CFO4Life Group increased its Caterpillar (CAT) stake by 0.62% in Q2 2026, buying an estimated $2.63K and bringing the position to 486 shares worth $518K. The position accounts for 0.07% of the portfolio, ranked #129.

CFO4Life Group first reported a position in CAT in Q2 2020 and has held it in 19 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • CFO4Life Group held 486 shares of Caterpillar worth $518K as of Q2 2026.
  • CFO4Life Group bought 3 Caterpillar shares in Q2 2026, an estimated $2.63K.
  • Caterpillar made up 0.07% of CFO4Life Group's portfolio in Q2 2026, its #129 holding.
  • CFO4Life Group first reported a position in Caterpillar in Q2 2020 and has held it in 19 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on CFO4Life Group's 13F filing for Q2 2026, filed 12 Aug 2026.