CFS
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Commonwealth Financial Services’s Caterpillar CAT Stock Holding History

Commonwealth Financial Services’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 		$1.56M Buy
1,468
+161
+12% +$141K 0.21% 78
2026
Q1 		$926K Buy
1,307
+218
+20% +$151K 0.15% 86
2025
Q4 		$624K Buy
1,089
+36
+3% +$20K 0.1% 108
2025
Q3 		$503K Buy
1,053
+69
+7% +$29.5K 0.09% 116
2025
Q2 		$382K Buy
984
+15
+2% +$5K 0.07% 131
2025
Q1 		$320K Sell
969
-3
-0.3% -$1.07K 0.07% 142
2024
Q4 		$353K Buy
972
+9
+0.9% +$3.49K 0.07% 132
2024
Q3 		$378K Sell
963
-41
-4% -$14.2K 0.07% 123
2024
Q2 		$330K Sell
1,004
-110
-10% -$38.1K 0.07% 126
2024
Q1 		$329K Hold
1,114
– – 0.08% 129
2023
Q4 		$329K Buy
1,114
+51
+5% +$13.2K 0.08% 128
2023
Q3 		$290K Buy
+1,063
New +$288K 0.09% 138

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

Commonwealth Financial Services's CAT Position: Q2 2026 in Review

Commonwealth Financial Services increased its Caterpillar (CAT) stake by 12% in Q2 2026, buying an estimated $141K and bringing the position to 1,468 shares worth $1.56M. The position accounts for 0.21% of the portfolio, ranked #78.

Commonwealth Financial Services first reported a position in CAT in Q3 2023 and has held it in 12 quarters since. 4,033 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Commonwealth Financial Services held 1,468 shares of Caterpillar worth $1.56M as of Q2 2026.
  • Commonwealth Financial Services bought 161 Caterpillar shares in Q2 2026, an estimated $141K.
  • Caterpillar made up 0.21% of Commonwealth Financial Services's portfolio in Q2 2026, its #78 holding.
  • Commonwealth Financial Services first reported a position in Caterpillar in Q3 2023 and has held it in 12 quarters since.
  • 4,033 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.