C
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Covestor’s Caterpillar CAT Stock Holding History

Covestor’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 		$125K Buy
117
+19
+19% +$16.7K 0.07% 260
2026
Q1 		$70K Sell
98
-118
-55% -$81.7K 0.05% 484
2025
Q4 		$124K Sell
216
-1
-0.5% -$556 0.06% 447
2025
Q3 		$104K Sell
217
-225
-51% -$96.1K 0.06% 557
2025
Q2 		$172K Buy
442
+36
+9% +$12K 0.1% 250
2025
Q1 		$134K Buy
406
+38
+10% +$13.5K 0.09% 311
2024
Q4 		$134K Sell
368
-18
-5% -$6.98K 0.08% 339
2024
Q3 		$151K Buy
386
+16
+4% +$5.53K 0.09% 297
2024
Q2 		$124K Sell
370
-34
-8% -$11.8K 0.08% 370
2024
Q1 		$148K Sell
404
-26
-6% -$8.31K 0.09% 287
2023
Q4 		$127K Sell
430
-57
-12% -$14.8K 0.09% 345
2023
Q3 		$133K Buy
487
+19
+4% +$5.15K 0.1% 270
2023
Q2 		$115K Buy
468
+35
+8% +$7.8K 0.09% 354
2023
Q1 		$99K Sell
433
-132
-23% -$31.9K 0.09% 376
2022
Q4 		$135K Sell
565
-37
-6% -$8.05K 0.11% 258
2022
Q3 		$99K Sell
602
-181
-23% -$33.1K 0.09% 354
2022
Q2 		$140K Sell
783
-195
-20% -$41.1K 0.11% 229
2022
Q1 		$218K Buy
978
+576
+143% +$121K 0.15% 124
2021
Q4 		$83K Buy
+402
New +$80.9K 0.12% 247

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

Covestor's CAT Position: Q2 2026 in Review

Covestor increased its Caterpillar (CAT) stake by 19% in Q2 2026, buying an estimated $16.7K and bringing the position to 117 shares worth $125K. The position accounts for 0.07% of the portfolio, ranked #260.

Covestor first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. The position peaked at $218K in Q1 2022. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Covestor held 117 shares of Caterpillar worth $125K as of Q2 2026.
  • Covestor bought 19 Caterpillar shares in Q2 2026, an estimated $16.7K.
  • Caterpillar made up 0.07% of Covestor's portfolio in Q2 2026, its #260 holding.
  • Covestor first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Caterpillar position peaked at $218K in Q1 2022.
  • 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.