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Edgestream Partners’s Caterpillar CAT Stock Holding History

Edgestream Partners’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 		$1.15M Sell
1,076
-1,284
-54% -$1.13M 0.03% 642
2026
Q1 		$1.67M Sell
2,360
-167
-7% -$116K 0.05% 540
2025
Q4 		$1.45M Sell
2,527
-5,919
-70% -$3.29M 0.04% 606
2025
Q3 		$4.03M Sell
8,446
-3,284
-28% -$1.4M 0.12% 329
2025
Q2 		$4.55M Sell
11,730
-6,866
-37% -$2.29M 0.13% 317
2025
Q1 		$6.13M Buy
18,596
+15,864
+581% +$5.65M 0.21% 172
2024
Q4 		$991K Sell
2,732
-1,484
-35% -$576K 0.04% 572
2024
Q3 		$1.65M Sell
4,216
-2,204
-34% -$761K 0.07% 455
2024
Q2 		$2.14M Sell
6,420
-15,492
-71% -$5.37M 0.1% 313
2024
Q1 		$8.03M Buy
21,912
+20,253
+1,221% +$6.47M 0.4% 22
2023
Q4 		$491K Sell
1,659
-439
-21% -$114K 0.04% 621
2023
Q3 		$573K Sell
2,098
-2,078
-50% -$564K 0.05% 562
2023
Q2 		$1.03M Sell
4,176
-7,660
-65% -$1.71M 0.09% 350
2023
Q1 		$2.71M Buy
11,836
+10,011
+549% +$2.42M 0.3% 82
2022
Q4 		$437K Sell
1,825
-1,172
-39% -$255K 0.05% 383
2022
Q3 		$492K Sell
2,997
-218
-7% -$39.8K 0.04% 343
2022
Q2 		$575K Sell
3,215
-2,110
-40% -$445K 0.05% 396
2022
Q1 		$1.19M Buy
5,325
+3,443
+183% +$722K 0.09% 304
2021
Q4 		$389K Sell
1,882
-13,361
-88% -$2.69M 0.02% 411
2021
Q3 		$2.93M Buy
15,243
+13,390
+723% +$2.79M 0.18% 190
2021
Q2 		$403K Sell
1,853
-31,373
-94% -$7.25M 0.02% 369
2021
Q1 		$7.7M Sell
33,226
-49,581
-60% -$10.3M 0.43% 66
2020
Q4 		$15.1M Buy
82,807
+78,704
+1,918% +$13.3M 0.76% 30
2020
Q3 		$612K Buy
+4,103
New +$576K 0.04% 250
2020
Q2 		– Sell
-14,483
Closed -$1.68M – 299
2020
Q1 		$1.68M Buy
14,483
+12,673
+700% +$1.62M 0.16% 156
2019
Q4 		$267K Sell
1,810
-40,908
-96% -$5.71M 0.01% 296
2019
Q3 		$5.4M Buy
42,718
+18,767
+78% +$2.38M 0.52% 68
2019
Q2 		$3.26M Buy
23,951
+10,542
+79% +$1.39M 0.37% 91
2019
Q1 		$1.82M Buy
+13,409
New +$1.78M 0.27% 101

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

Edgestream Partners's CAT Position: Q2 2026 in Review

Edgestream Partners reduced its Caterpillar (CAT) stake by 54% in Q2 2026, selling an estimated $1.13M and leaving 1,076 shares worth $1.15M. The position accounts for 0.03% of the portfolio, ranked #642.

Edgestream Partners first reported a position in CAT in Q1 2019 and has held it in 29 quarters since. The position peaked at $15.1M in Q4 2020. 4,047 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Edgestream Partners held 1,076 shares of Caterpillar worth $1.15M as of Q2 2026.
  • Edgestream Partners sold 1,284 Caterpillar shares in Q2 2026, an estimated $1.13M.
  • Caterpillar made up 0.03% of Edgestream Partners's portfolio in Q2 2026, its #642 holding.
  • Edgestream Partners first reported a position in Caterpillar in Q1 2019 and has held it in 29 quarters since.
  • Edgestream Partners's Caterpillar position peaked at $15.1M in Q4 2020.
  • 4,047 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.