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Copley Financial Group’s Caterpillar CAT Stock Holding History

Copley Financial Group’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 		$2.09M Sell
1,965
-1,732
-47% -$1.52M 1.27% 13
2026
Q1 		$2.62M Sell
3,697
-80
-2% -$55.4K 1.58% 12
2025
Q4 		$2.16M Hold
3,777
– – 1.34% 13
2025
Q3 		$1.8M Hold
3,777
– – 1.23% 15
2025
Q2 		$1.47M Hold
3,777
– – 1.09% 17
2025
Q1 		$1.25M Hold
3,777
– – 0.95% 16
2024
Q4 		$1.37M Buy
3,777
+1,732
+85% +$672K 1.05% 16
2024
Q3 		$800K Buy
+2,045
New +$706K 0.73% 19

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

Copley Financial Group's CAT Position: Q2 2026 in Review

Copley Financial Group reduced its Caterpillar (CAT) stake by 47% in Q2 2026, selling an estimated $1.52M and leaving 1,965 shares worth $2.09M. The position accounts for 1.27% of the portfolio, ranked #13.

Copley Financial Group first reported a position in CAT in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.62M in Q1 2026. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Copley Financial Group held 1,965 shares of Caterpillar worth $2.09M as of Q2 2026.
  • Copley Financial Group sold 1,732 Caterpillar shares in Q2 2026, an estimated $1.52M.
  • Caterpillar made up 1.27% of Copley Financial Group's portfolio in Q2 2026, its #13 holding.
  • Copley Financial Group first reported a position in Caterpillar in Q3 2024 and has held it in 8 quarters since.
  • Copley Financial Group's Caterpillar position peaked at $2.62M in Q1 2026.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Copley Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.