CAM
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Clark Asset Management’s Caterpillar CAT Stock Holding History

Clark Asset Management’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 		$1.55M Buy
1,452
+38
+3% +$33.4K 0.12% 67
2026
Q1 		$1M Sell
1,414
-4
-0.3% -$2.77K 0.09% 78
2025
Q4 		$812K Buy
1,418
+20
+1% +$11.1K 0.08% 85
2025
Q3 		$667K Buy
+1,398
New +$597K 0.08% 95
2024
Q4 		– Sell
-811
Closed -$317K – 140
2024
Q3 		$317K Buy
+811
New +$280K 0.07% 87

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

Clark Asset Management's CAT Position: Q2 2026 in Review

Clark Asset Management increased its Caterpillar (CAT) stake by 2.7% in Q2 2026, buying an estimated $33.4K and bringing the position to 1,452 shares worth $1.55M. The position accounts for 0.12% of the portfolio, ranked #67.

Clark Asset Management first reported a position in CAT in Q3 2024 and has held it in 5 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Clark Asset Management held 1,452 shares of Caterpillar worth $1.55M as of Q2 2026.
  • Clark Asset Management bought 38 Caterpillar shares in Q2 2026, an estimated $33.4K.
  • Caterpillar made up 0.12% of Clark Asset Management's portfolio in Q2 2026, its #67 holding.
  • Clark Asset Management first reported a position in Caterpillar in Q3 2024 and has held it in 5 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Clark Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.