CCP
CAT icon

Cushing Capital Partners’s Caterpillar CAT Stock Holding History

Cushing Capital Partners’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 		$478K Buy
449
+2
+0.4% +$1.76K 0.33% 69
2026
Q1 		$317K Buy
447
+1
+0.2% +$693 0.24% 82
2025
Q4 		$256K Sell
446
-152
-25% -$84.5K 0.19% 80
2025
Q3 		$285K Buy
598
+2
+0.3% +$854 0.22% 73
2025
Q2 		$231K Buy
+596
New +$199K 0.2% 80
2025
Q1 		– Sell
-591
Closed -$214K – 89
2024
Q4 		$214K Buy
+591
New +$229K 0.21% 71

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

Cushing Capital Partners's CAT Position: Q2 2026 in Review

Cushing Capital Partners increased its Caterpillar (CAT) stake by 0.45% in Q2 2026, buying an estimated $1.76K and bringing the position to 449 shares worth $478K. The position accounts for 0.33% of the portfolio, ranked #69.

Cushing Capital Partners first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Cushing Capital Partners held 449 shares of Caterpillar worth $478K as of Q2 2026.
  • Cushing Capital Partners bought 2 Caterpillar shares in Q2 2026, an estimated $1.76K.
  • Caterpillar made up 0.33% of Cushing Capital Partners's portfolio in Q2 2026, its #69 holding.
  • Cushing Capital Partners first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
  • 4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Cushing Capital Partners's 13F filing for Q2 2026, filed 29 Jul 2026.