Fi3 Financial Advisors’s Caterpillar CAT Stock Holding History

Fi3 Financial 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	$383K	Sell	621 -629	-50%	-$553K	0.09%	123
2026 Q1	$885K	Sell	1,250 -165	-12%	-$114K	0.26%	41
2025 Q4	$811K	Buy	1,415 +73	+5%	+$40.6K	0.25%	44
2025 Q3	$640K	Buy	1,342 +1	+0.1%	+$427	0.22%	43
2025 Q2	$521K	Buy	1,341 +11	+0.8%	+$3.67K	0.19%	49
2025 Q1	$439K	Buy	1,330 +3	+0.2%	+$1.07K	0.18%	53
2024 Q4	$481K	Sell	1,327 -23	-2%	-$8.92K	0.18%	50
2024 Q3	$528K	Buy	1,350 +444	+49%	+$153K	0.21%	44
2024 Q2	$302K	Sell	906 -4	-0.4%	-$1.39K	0.13%	56
2024 Q1	$306K	Buy	910 +46	+5%	+$14.7K	0.14%	55
2023 Q4	$255K	Sell	864 -2,032	-70%	-$527K	0.12%	59
2023 Q3	$791K	Buy	+2,896	New	+$786K	0.43%	28

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Fi3 Financial Advisors's CAT Position: Q2 2026 in Review

Fi3 Financial Advisors reduced its Caterpillar (CAT) stake by 50% in Q2 2026, selling an estimated $553K and leaving 621 shares worth $383K. The position accounts for 0.09% of the portfolio, ranked #123.

Fi3 Financial Advisors first reported a position in CAT in Q3 2023 and has held it in 12 quarters since. The position peaked at $885K in Q1 2026. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Fi3 Financial Advisors held 621 shares of Caterpillar worth $383K as of Q2 2026.
Fi3 Financial Advisors sold 629 Caterpillar shares in Q2 2026, an estimated $553K.
Caterpillar made up 0.09% of Fi3 Financial Advisors's portfolio in Q2 2026, its #123 holding.
Fi3 Financial Advisors first reported a position in Caterpillar in Q3 2023 and has held it in 12 quarters since.
Fi3 Financial Advisors's Caterpillar position peaked at $885K in Q1 2026.
4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.