FA
CAT icon

Financial Avengers’s Caterpillar CAT Stock Holding History

Financial Avengers’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
Q1 		$35.7K Hold
50
– – 0.02% 68
2025
Q4 		$28.8K Hold
50
– – 0.01% 79
2025
Q3 		$23.9K Hold
50
– – 0.01% 84
2025
Q2 		$19.4K Hold
50
– – 0.01% 89
2025
Q1 		$16.5K Hold
50
– – 0.01% 96
2024
Q4 		$18.1K Hold
50
– – 0.01% 105
2024
Q3 		$19.6K Hold
50
– – 0.01% 105
2024
Q2 		$16.7K Buy
+50
New +$17.3K 0.01% 98

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Avengers's CAT Position: Q1 2026 in Review

Financial Avengers held its Caterpillar (CAT) position steady in Q1 2026 at 50 shares worth $35.7K. The position accounts for 0.02% of the portfolio, ranked #68.

Financial Avengers first reported a position in CAT in Q2 2024 and has held it in 8 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Financial Avengers held 50 shares of Caterpillar worth $35.7K as of Q1 2026.
  • Financial Avengers left its Caterpillar share count unchanged in Q1 2026.
  • Caterpillar made up 0.02% of Financial Avengers's portfolio in Q1 2026, its #68 holding.
  • Financial Avengers first reported a position in Caterpillar in Q2 2024 and has held it in 8 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Financial Avengers's 13F filing for Q1 2026, filed 19 May 2026.