Financial Advisors Network’s Caterpillar CAT Stock Holding History

Financial Advisors Network’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	$997K	Sell	937 -69	-7%	-$60.6K	0.12%	80
2026 Q1	$712K	Sell	1,006 -14	-1%	-$9.7K	0.1%	91
2025 Q4	$584K	Buy	1,020 +14	+1%	+$7.78K	0.08%	100
2025 Q3	$480K	Hold	1,006	–	–	0.07%	115
2025 Q2	$391K	Sell	1,006 -97	-9%	-$32.3K	0.06%	128
2025 Q1	$364K	Buy	1,103 +9	+0.8%	+$3.21K	0.06%	123
2024 Q4	$397K	Buy	+1,094	New	+$424K	0.07%	124
2023 Q4	$263K	Buy	+889	New	+$231K	0.05%	140
2022 Q3	–	Sell	-1,706	Closed	-$305K	–	116
2022 Q2	$305K	Buy	1,706 +50	+3%	+$10.5K	0.09%	87
2022 Q1	$369K	Buy	+1,656	New	+$347K	0.09%	87
2019 Q1	–	Sell	-1,633	Closed	-$208K	–	102
2018 Q4	$208K	Buy	+1,633	New	+$212K	0.13%	91
2018 Q2	$241K	Buy	+1,776	New	+$265K	0.15%	79
2017 Q4	$368K	Sell	2,335 -7	-0.3%	-$971	0.25%	74
2017 Q3	$292K	Sell	2,342 -498	-18%	-$57.4K	0.23%	81
2017 Q2	$305K	Sell	2,840 -49	-2%	-$4.98K	0.25%	73
2017 Q1	$293K	Sell	2,889 -295	-9%	-$27.9K	0.25%	75
2016 Q4	$313K	Buy	+3,184	New	+$289K	0.27%	64

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

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

Financial Advisors Network reduced its Caterpillar (CAT) stake by 6.9% in Q2 2026, selling an estimated $60.6K and leaving 937 shares worth $997K. The position accounts for 0.12% of the portfolio, ranked #80.

Financial Advisors Network first reported a position in CAT in Q4 2016 and has held it in 17 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Financial Advisors Network held 937 shares of Caterpillar worth $997K as of Q2 2026.
Financial Advisors Network sold 69 Caterpillar shares in Q2 2026, an estimated $60.6K.
Caterpillar made up 0.12% of Financial Advisors Network's portfolio in Q2 2026, its #80 holding.
Financial Advisors Network first reported a position in Caterpillar in Q4 2016 and has held it in 17 quarters since.
4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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