CIS
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Custom Index Systems’s Caterpillar CAT Stock Holding History

Custom Index Systems’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 		$300K Buy
+282
New +$248K 0.11% 204
2025
Q4 		– Sell
-524
Closed -$250K – 248
2025
Q3 		$250K Buy
+524
New +$224K 0.07% 241

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

Custom Index Systems's CAT Position: Q2 2026 in Review

Custom Index Systems opened a new position in Caterpillar (CAT) in Q2 2026: 282 shares worth $300K. The stake represents 0.11% of the portfolio and ranks #204 among its holdings. This is a return to the name: Custom Index Systems previously reported a position in CAT as recently as Q3 2025.

Custom Index Systems first reported a position in CAT in Q3 2025 and has held it in 2 quarters since. 4,033 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Custom Index Systems held 282 shares of Caterpillar worth $300K as of Q2 2026.
  • Caterpillar was a new Custom Index Systems position in Q2 2026.
  • Caterpillar made up 0.11% of Custom Index Systems's portfolio in Q2 2026, its #204 holding.
  • Custom Index Systems first reported a position in Caterpillar in Q3 2025 and has held it in 2 quarters since.
  • 4,033 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.