COMPASS FINANCIAL MANAGEMENT LLC’s Caterpillar CAT Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$6.16M	Buy	+6,752	New	+$5.93M	0.74%	26

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's CAT Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Caterpillar (CAT) in Q2 2026: 6,752 shares worth $6.16M. The stake represents 0.74% of the portfolio and ranks #26 among its holdings.

3,282 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 6,752 shares of Caterpillar worth $6.16M as of Q2 2026.
Caterpillar was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Caterpillar made up 0.74% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #26 holding.
3,282 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.