Coyle Financial Counsel’s Caterpillar CAT Stock Holding History

Coyle Financial Counsel’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	$1.52M	Buy	1,429 +35	+3%	+$30.7K	0.28%	35
2026 Q1	$988K	Buy	1,394 +25	+2%	+$17.3K	0.21%	45
2025 Q4	$784K	Buy	1,369 +13	+1%	+$7.22K	0.17%	52
2025 Q3	$647K	Buy	1,356 +9	+0.7%	+$3.84K	0.15%	56
2025 Q2	$523K	Sell	1,347 -2	-0.1%	-$667	0.14%	57
2025 Q1	$445K	Buy	1,349 +1	+0.1%	+$356	0.14%	56
2024 Q4	$489K	Buy	1,348 +1	+0.1%	+$388	0.15%	55
2024 Q3	$449K	Hold	1,347	–	–	0.16%	52
2024 Q2	$494K	Hold	1,347	–	–	0.18%	50
2024 Q1	$494K	Hold	1,347	–	–	0.18%	50
2023 Q4	$398K	Buy	1,347 +7	+0.5%	+$1.82K	0.15%	51
2023 Q3	$366K	Hold	1,340	–	–	0.15%	50
2023 Q2	$330K	Hold	1,340	–	–	0.15%	51
2023 Q1	$307K	Hold	1,340	–	–	0.14%	50
2022 Q4	$321K	Hold	1,340	–	–	0.15%	50
2022 Q3	$220K	Hold	1,340	–	–	0.15%	56
2022 Q2	$240K	Hold	1,340	–	–	0.13%	58
2022 Q1	$299K	Hold	1,340	–	–	0.16%	60
2021 Q4	$277K	Hold	1,340	–	–	0.16%	62
2021 Q3	$257K	Hold	1,340	–	–	0.15%	60
2021 Q2	$292K	Hold	1,340	–	–	0.18%	50
2021 Q1	$311K	Hold	1,340	–	–	0.22%	47
2020 Q4	$244K	Buy	+1,340	New	+$227K	0.18%	53
2019 Q4	–	Sell	-1,831	Closed	-$231K	–	57
2019 Q3	$231K	Buy	1,831 +5	+0.3%	+$635	0.23%	52
2019 Q2	$249K	Buy	+1,826	New	+$241K	0.22%	52
2018 Q3	–	Sell	-66	Closed	-$9K	–	73
2018 Q2	$9K	Buy	+66	New	+$9.86K	0.01%	111

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

Coyle Financial Counsel's CAT Position: Q2 2026 in Review

Coyle Financial Counsel increased its Caterpillar (CAT) stake by 2.5% in Q2 2026, buying an estimated $30.7K and bringing the position to 1,429 shares worth $1.52M. The position accounts for 0.28% of the portfolio, ranked #35.

Coyle Financial Counsel first reported a position in CAT in Q2 2018 and has held it in 26 quarters since. 4,061 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Coyle Financial Counsel held 1,429 shares of Caterpillar worth $1.52M as of Q2 2026.
Coyle Financial Counsel bought 35 Caterpillar shares in Q2 2026, an estimated $30.7K.
Caterpillar made up 0.28% of Coyle Financial Counsel's portfolio in Q2 2026, its #35 holding.
Coyle Financial Counsel first reported a position in Caterpillar in Q2 2018 and has held it in 26 quarters since.
4,061 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Coyle Financial Counsel's 13F filing for Q2 2026, filed 7 Aug 2026.