DA
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Drake & Associates’s Caterpillar CAT Stock Holding History

Drake & Associates’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 		$211K Buy
+198
New +$174K 0.04% 106
2025
Q2 		– Sell
-1,082
Closed -$357K – 95
2025
Q1 		$357K Buy
1,082
+176
+19% +$62.7K 0.1% 76
2024
Q4 		$330K Sell
906
-18
-2% -$6.98K 0.09% 76
2024
Q3 		$361K Buy
924
+214
+30% +$73.9K 0.12% 64
2024
Q2 		$237K Sell
710
-180
-20% -$62.4K 0.08% 72
2024
Q1 		$326K Sell
890
-58
-6% -$18.5K 0.12% 59
2023
Q4 		$280K Buy
+948
New +$246K 0.11% 64

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Drake & Associates's CAT Position: Q2 2026 in Review

Drake & Associates opened a new position in Caterpillar (CAT) in Q2 2026: 198 shares worth $211K. The stake represents 0.04% of the portfolio and ranks #106 among its holdings. This is a return to the name: Drake & Associates previously reported a position in CAT as recently as Q1 2025.

Drake & Associates first reported a position in CAT in Q4 2023 and has held it in 7 quarters since. The position peaked at $361K in Q3 2024. 4,067 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Drake & Associates held 198 shares of Caterpillar worth $211K as of Q2 2026.
  • Caterpillar was a new Drake & Associates position in Q2 2026.
  • Caterpillar made up 0.04% of Drake & Associates's portfolio in Q2 2026, its #106 holding.
  • Drake & Associates first reported a position in Caterpillar in Q4 2023 and has held it in 7 quarters since.
  • Drake & Associates's Caterpillar position peaked at $361K in Q3 2024.
  • 4,067 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Drake & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.