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Clear Creek Financial Management’s Caterpillar CAT Stock Holding History

Clear Creek Financial 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 		$2.07M Buy
1,941
+68
+4% +$59.7K 0.13% 167
2026
Q1 		$1.33M Buy
1,873
+185
+11% +$128K 0.1% 211
2025
Q4 		$967K Buy
1,688
+178
+12% +$98.9K 0.08% 241
2025
Q3 		$720K Buy
1,510
+274
+22% +$117K 0.06% 294
2025
Q2 		$480K Sell
1,236
-33
-3% -$11K 0.05% 350
2025
Q1 		$419K Buy
1,269
+130
+11% +$46.3K 0.04% 332
2024
Q4 		$413K Sell
1,139
-100
-8% -$38.8K 0.04% 323
2024
Q3 		$484K Sell
1,239
-2
-0.2% -$691 0.05% 274
2024
Q2 		$413K Buy
1,241
+81
+7% +$28.1K 0.05% 280
2024
Q1 		$425K Buy
1,160
+466
+67% +$149K 0.05% 270
2023
Q4 		$205K Sell
694
-259
-27% -$67.2K 0.03% 315
2023
Q3 		$260K Sell
953
-1,843
-66% -$500K 0.05% 254
2023
Q2 		$688K Sell
2,796
-436
-13% -$97.2K 0.12% 141
2023
Q1 		$740K Buy
3,232
+1
+0% +$242 0.14% 124
2022
Q4 		$774K Buy
3,231
+57
+2% +$12.4K 0.17% 117
2022
Q3 		$521K Buy
3,174
+101
+3% +$18.4K 0.11% 142
2022
Q2 		$549K Buy
3,073
+247
+9% +$52.1K 0.12% 147
2022
Q1 		$630K Buy
2,826
+734
+35% +$154K 0.1% 162
2021
Q4 		$433K Buy
+2,092
New +$421K 0.07% 202
2021
Q3 		– Sell
-1,188
Closed -$259K – 331
2021
Q2 		$259K Buy
+1,188
New +$274K 0.04% 254
2021
Q1 		– Sell
-1,248
Closed -$227K – 79
2020
Q4 		$227K Buy
+1,248
New +$212K 0.04% 264
2020
Q3 		– Sell
-2,953
Closed -$373K – 109
2020
Q2 		$373K Buy
2,953
+55
+2% +$6.52K 0.1% 151
2020
Q1 		$332K Buy
+2,898
New +$370K 0.13% 107

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Clear Creek Financial Management's CAT Position: Q2 2026 in Review

Clear Creek Financial Management increased its Caterpillar (CAT) stake by 3.6% in Q2 2026, buying an estimated $59.7K and bringing the position to 1,941 shares worth $2.07M. The position accounts for 0.13% of the portfolio, ranked #167.

Clear Creek Financial Management first reported a position in CAT in Q1 2020 and has held it in 23 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Clear Creek Financial Management held 1,941 shares of Caterpillar worth $2.07M as of Q2 2026.
  • Clear Creek Financial Management bought 68 Caterpillar shares in Q2 2026, an estimated $59.7K.
  • Caterpillar made up 0.13% of Clear Creek Financial Management's portfolio in Q2 2026, its #167 holding.
  • Clear Creek Financial Management first reported a position in Caterpillar in Q1 2020 and has held it in 23 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.