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EdgeRock Capital’s Caterpillar CAT Stock Holding History

EdgeRock Capital’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 		$812K Buy
763
+145
+23% +$127K 0.18% 57
2026
Q1 		$438K Buy
618
+26
+4% +$18K 0.12% 76
2025
Q4 		$340K Buy
592
+45
+8% +$25K 0.09% 93
2025
Q3 		$261K Buy
+547
New +$234K 0.07% 102
2022
Q4 		– Sell
-139
Closed -$23K – 104
2022
Q3 		$23K Buy
+139
New +$25.4K 0.01% 151

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

EdgeRock Capital's CAT Position: Q2 2026 in Review

EdgeRock Capital increased its Caterpillar (CAT) stake by 23% in Q2 2026, buying an estimated $127K and bringing the position to 763 shares worth $812K. The position accounts for 0.18% of the portfolio, ranked #57.

EdgeRock Capital first reported a position in CAT in Q3 2022 and has held it in 5 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • EdgeRock Capital held 763 shares of Caterpillar worth $812K as of Q2 2026.
  • EdgeRock Capital bought 145 Caterpillar shares in Q2 2026, an estimated $127K.
  • Caterpillar made up 0.18% of EdgeRock Capital's portfolio in Q2 2026, its #57 holding.
  • EdgeRock Capital first reported a position in Caterpillar in Q3 2022 and has held it in 5 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on EdgeRock Capital's 13F filing for Q2 2026, filed 24 Jul 2026.