Commonwealth Retirement Investments’s Caterpillar CAT Stock Holding History

Commonwealth Retirement Investments’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	$131K	Buy	+123	New	+$108K	0.04%	143
2026 Q1	–	Sell	-142	Closed	-$81.2K	–	166
2025 Q4	$81.2K	Buy	+142	New	+$78.9K	0.03%	159
2023 Q3	–	Sell	-11,259	Closed	-$2.77M	–	70
2023 Q2	$2.77M	Buy	11,259 +238	+2%	+$53.1K	1.55%	22
2023 Q1	$2.52M	Sell	11,021 -11	-0.1%	-$2.66K	1.5%	27
2022 Q4	$2.64M	Buy	+11,032	New	+$2.4M	1.6%	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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Commonwealth Retirement Investments's CAT Position: Q2 2026 in Review

Commonwealth Retirement Investments opened a new position in Caterpillar (CAT) in Q2 2026: 123 shares worth $131K. The stake represents 0.04% of the portfolio and ranks #143 among its holdings. This is a return to the name: Commonwealth Retirement Investments previously reported a position in CAT as recently as Q4 2025.

Commonwealth Retirement Investments first reported a position in CAT in Q4 2022 and has held it in 5 quarters since. The position peaked at $2.77M in Q2 2023. 4,033 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Commonwealth Retirement Investments held 123 shares of Caterpillar worth $131K as of Q2 2026.
Caterpillar was a new Commonwealth Retirement Investments position in Q2 2026.
Caterpillar made up 0.04% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #143 holding.
Commonwealth Retirement Investments first reported a position in Caterpillar in Q4 2022 and has held it in 5 quarters since.
Commonwealth Retirement Investments's Caterpillar position peaked at $2.77M in Q2 2023.
4,033 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.