DecisionPoint Financial’s Caterpillar CAT Stock Holding History

DecisionPoint Financial’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	$38.7K	Buy	39 +4	+11%	+$3.51K	0.01%	112
2026 Q1	$24.8K	Hold	35	–	–	0.01%	123
2025 Q4	$20.1K	Buy	35 +15	+75%	+$8.34K	﹤0.01%	139
2025 Q3	$9.62K	Hold	20	–	–	﹤0.01%	142
2025 Q2	$7.82K	Buy	20 +5	+33%	+$1.67K	﹤0.01%	155
2025 Q1	$4.95K	Hold	15	–	–	﹤0.01%	179
2024 Q4	$5.44K	Sell	15 -10	-40%	-$3.88K	﹤0.01%	189
2024 Q3	$9.78K	Hold	25	–	–	﹤0.01%	160
2024 Q2	$8.65K	Hold	25	–	–	﹤0.01%	159
2024 Q1	$8.59K	Hold	25	–	–	﹤0.01%	166
2023 Q4	$7.39K	Hold	25	–	–	﹤0.01%	140
2023 Q3	$6.83K	Hold	25	–	–	﹤0.01%	141
2023 Q2	$6.15K	Hold	25	–	–	﹤0.01%	130
2023 Q1	$5.72K	Hold	25	–	–	﹤0.01%	127
2022 Q4	$5.99K	Buy	+25	New	+$5.44K	﹤0.01%	108

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

DecisionPoint Financial's CAT Position: Q2 2026 in Review

DecisionPoint Financial increased its Caterpillar (CAT) stake by 11% in Q2 2026, buying an estimated $3.51K and bringing the position to 39 shares worth $38.7K. The position accounts for 0.01% of the portfolio, ranked #112.

DecisionPoint Financial first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

DecisionPoint Financial held 39 shares of Caterpillar worth $38.7K as of Q2 2026.
DecisionPoint Financial bought 4 Caterpillar shares in Q2 2026, an estimated $3.51K.
Caterpillar made up 0.01% of DecisionPoint Financial's portfolio in Q2 2026, its #112 holding.
DecisionPoint Financial first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.