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Connors Investor Services’s Caterpillar CAT Stock Holding History

Connors Investor 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 		$15.2M Sell
14,316
-1,835
-11% -$1.61M 1.32% 32
2026
Q1 		$11.4M Sell
16,151
-9,307
-37% -$6.45M 1.06% 40
2025
Q4 		$14.6M Sell
25,458
-2,239
-8% -$1.24M 1.26% 33
2025
Q3 		$13.2M Buy
+27,697
New +$11.8M 1.13% 40
2015
Q3 		– Sell
-28,775
Closed -$2.44M – 157
2015
Q2 		$2.44M Buy
28,775
+2,910
+11% +$250K 0.51% 67
2015
Q1 		$2.07M Buy
25,865
+2,355
+10% +$196K 0.45% 71
2014
Q4 		$2.15M Buy
23,510
+1,160
+5% +$113K 0.49% 72
2014
Q3 		$2.21M Buy
22,350
+4,060
+22% +$430K 0.54% 66
2014
Q2 		$1.99M Sell
18,290
-9,180
-33% -$964K 0.47% 78
2014
Q1 		$2.73M Buy
27,470
+960
+4% +$90.5K 0.66% 58
2013
Q4 		$2.41M Buy
26,510
+2,365
+10% +$202K 0.6% 64
2013
Q3 		$2.01M Buy
24,145
+6,460
+37% +$546K 0.57% 71
2013
Q2 		$1.46M Buy
+17,685
New +$1.5M 0.47% 82

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

Connors Investor Services's CAT Position: Q2 2026 in Review

Connors Investor Services reduced its Caterpillar (CAT) stake by 11% in Q2 2026, selling an estimated $1.61M and leaving 14,316 shares worth $15.2M. The position accounts for 1.32% of the portfolio, ranked #32.

Connors Investor Services first reported a position in CAT in Q2 2013 and has held it in 13 quarters since. 4,061 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Connors Investor Services held 14,316 shares of Caterpillar worth $15.2M as of Q2 2026.
  • Connors Investor Services sold 1,835 Caterpillar shares in Q2 2026, an estimated $1.61M.
  • Caterpillar made up 1.32% of Connors Investor Services's portfolio in Q2 2026, its #32 holding.
  • Connors Investor Services first reported a position in Caterpillar in Q2 2013 and has held it in 13 quarters since.
  • 4,061 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Connors Investor Services's 13F filing for Q2 2026, filed 14 Aug 2026.