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Donoghue Forlines’s Caterpillar CAT Stock Holding History

Donoghue Forlines’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 		$1.1M Sell
1,029
-272
-21% -$239K 0.28% 104
2026
Q1 		$922K Sell
1,301
-2,944
-69% -$2.04M 0.26% 103
2025
Q4 		$2.43M Buy
+4,245
New +$2.36M 0.75% 23
2024
Q4 		– Sell
-3,481
Closed -$1.36M – 127
2024
Q3 		$1.36M Buy
3,481
+1,659
+91% +$573K 0.39% 77
2024
Q2 		$607K Sell
1,822
-2,396
-57% -$831K 0.17% 129
2024
Q1 		$1.55M Sell
4,218
-771
-15% -$246K 0.44% 71
2023
Q4 		$1.48M Buy
4,989
+268
+6% +$69.5K 0.46% 53
2023
Q3 		$1.29M Sell
4,721
-307
-6% -$83.3K 0.46% 55
2023
Q2 		$1.24M Buy
5,028
+3,084
+159% +$688K 0.39% 64
2023
Q1 		$445K Buy
+1,944
New +$470K 0.16% 153
2022
Q2 		– Sell
-5,778
Closed -$1.29M – 263
2022
Q1 		$1.29M Buy
5,778
+449
+8% +$94.2K 0.28% 91
2021
Q4 		$1.1M Buy
+5,329
New +$1.07M 0.19% 118
2017
Q4 		– Sell
-137,136
Closed -$17.1M – 120
2017
Q3 		$17.1M Sell
137,136
-12,096
-8% -$1.39M 1.8% 21
2017
Q2 		$16M Buy
+149,232
New +$15.2M 1.82% 26

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

Donoghue Forlines's CAT Position: Q2 2026 in Review

Donoghue Forlines reduced its Caterpillar (CAT) stake by 21% in Q2 2026, selling an estimated $239K and leaving 1,029 shares worth $1.1M. The position accounts for 0.28% of the portfolio, ranked #104.

Donoghue Forlines first reported a position in CAT in Q2 2017 and has held it in 14 quarters since. The position peaked at $17.1M in Q3 2017. 4,033 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Donoghue Forlines held 1,029 shares of Caterpillar worth $1.1M as of Q2 2026.
  • Donoghue Forlines sold 272 Caterpillar shares in Q2 2026, an estimated $239K.
  • Caterpillar made up 0.28% of Donoghue Forlines's portfolio in Q2 2026, its #104 holding.
  • Donoghue Forlines first reported a position in Caterpillar in Q2 2017 and has held it in 14 quarters since.
  • Donoghue Forlines's Caterpillar position peaked at $17.1M in Q3 2017.
  • 4,033 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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