FCU
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Financial Concepts Unlimited’s Caterpillar CAT Stock Holding History

Financial Concepts Unlimited’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 		– Sell
-456
Closed -$323K – 46
2026
Q1 		$323K Buy
+456
New +$316K 0.29% 33

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

Financial Concepts Unlimited's CAT Position: Q2 2026 in Review

Financial Concepts Unlimited sold out of Caterpillar (CAT) in Q2 2026, closing a stake of 456 shares — an estimated $323K sold.

Financial Concepts Unlimited first reported a position in CAT in Q1 2026 and held it in 1 quarter. The position peaked at $323K in Q1 2026. 4,026 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Financial Concepts Unlimited reported no remaining Caterpillar position as of Q2 2026 after selling out during the quarter.
  • Financial Concepts Unlimited sold 456 Caterpillar shares in Q2 2026, an estimated $323K.
  • Financial Concepts Unlimited first reported a position in Caterpillar in Q1 2026 and held it in 1 quarter.
  • Financial Concepts Unlimited's Caterpillar position peaked at $323K in Q1 2026.
  • 4,026 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Financial Concepts Unlimited's 13F filing for Q2 2026, filed 6 Aug 2026.