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Edgemoor Investment Advisors’s Caterpillar CAT Stock Holding History

Edgemoor Investment Advisors’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 		$525K Buy
493
+50
+11% +$43.9K 0.04% 123
2026
Q1 		$314K Hold
443
– – 0.02% 142
2025
Q4 		$254K Sell
443
-100
-18% -$55.6K 0.02% 157
2025
Q3 		$259K Buy
+543
New +$232K 0.02% 165

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

Edgemoor Investment Advisors's CAT Position: Q2 2026 in Review

Edgemoor Investment Advisors increased its Caterpillar (CAT) stake by 11% in Q2 2026, buying an estimated $43.9K and bringing the position to 493 shares worth $525K. The position accounts for 0.04% of the portfolio, ranked #123.

Edgemoor Investment Advisors first reported a position in CAT in Q3 2025 and has held it in 4 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Edgemoor Investment Advisors held 493 shares of Caterpillar worth $525K as of Q2 2026.
  • Edgemoor Investment Advisors bought 50 Caterpillar shares in Q2 2026, an estimated $43.9K.
  • Caterpillar made up 0.04% of Edgemoor Investment Advisors's portfolio in Q2 2026, its #123 holding.
  • Edgemoor Investment Advisors first reported a position in Caterpillar in Q3 2025 and has held it in 4 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.