CCA
CAT icon

Childress Capital Advisors’s Caterpillar CAT Stock Holding History

Childress Capital Advisors’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 		$3.02M Sell
2,838
-155
-5% -$136K 0.5% 41
2026
Q1 		$2.12M Sell
2,993
-223
-7% -$154K 0.38% 44
2025
Q4 		$1.84M Buy
3,216
+387
+14% +$215K 0.3% 52
2025
Q3 		$1.35M Buy
2,829
+888
+46% +$379K 0.25% 68
2025
Q2 		$754K Buy
1,941
+898
+86% +$299K 0.19% 84
2025
Q1 		$344K Buy
1,043
+5
+0.5% +$1.78K 0.1% 148
2024
Q4 		$377K Buy
1,038
+20
+2% +$7.76K 0.11% 131
2024
Q3 		$398K Buy
1,018
+21
+2% +$7.25K 0.11% 137
2024
Q2 		$332K Sell
997
-28
-3% -$9.71K 0.09% 146
2024
Q1 		$376K Sell
1,025
-69
-6% -$22.1K 0.11% 122
2023
Q4 		$324K Sell
1,094
-32
-3% -$8.3K 0.1% 133
2023
Q3 		$307K Buy
+1,126
New +$305K 0.1% 118
2023
Q1 		– Sell
-1,068
Closed -$256K – 103
2022
Q4 		$256K Buy
+1,068
New +$232K 0.08% 151
2022
Q3 		– Sell
-2,247
Closed -$402K – 176
2022
Q2 		$402K Buy
2,247
+121
+6% +$25.5K 0.16% 101
2022
Q1 		$473K Buy
2,126
+574
+37% +$120K 0.17% 102
2021
Q4 		$321K Sell
1,552
-528
-25% -$106K 0.13% 125
2021
Q3 		$399K Buy
2,080
+614
+42% +$128K 0.16% 116
2021
Q2 		$319K Sell
1,466
-227
-13% -$52.4K 0.15% 111
2021
Q1 		$392K Buy
1,693
+666
+65% +$138K 0.18% 104
2020
Q4 		$187K Buy
+1,027
New +$174K 0.11% 102

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

Childress Capital Advisors's CAT Position: Q2 2026 in Review

Childress Capital Advisors reduced its Caterpillar (CAT) stake by 5.2% in Q2 2026, selling an estimated $136K and leaving 2,838 shares worth $3.02M. The position accounts for 0.5% of the portfolio, ranked #41.

Childress Capital Advisors first reported a position in CAT in Q4 2020 and has held it in 20 quarters since. 4,055 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Childress Capital Advisors held 2,838 shares of Caterpillar worth $3.02M as of Q2 2026.
  • Childress Capital Advisors sold 155 Caterpillar shares in Q2 2026, an estimated $136K.
  • Caterpillar made up 0.5% of Childress Capital Advisors's portfolio in Q2 2026, its #41 holding.
  • Childress Capital Advisors first reported a position in Caterpillar in Q4 2020 and has held it in 20 quarters since.
  • 4,055 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Childress Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.