Financial Consulate’s Caterpillar CAT Stock Holding History

Financial Consulate’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	$2.49M	Buy	2,335 +78	+3%	+$68.5K	0.28%	33
2026 Q1	$1.6M	Buy	2,257 +44	+2%	+$30.5K	0.2%	35
2025 Q4	$1.27M	Buy	2,213 +22	+1%	+$12.2K	0.17%	40
2025 Q3	$1.05M	Buy	+2,191	New	+$935K	0.15%	50
2023 Q2	–	Sell	-2,100	Closed	-$481K	–	53
2023 Q1	$481K	Hold	2,100	–	–	0.17%	71
2022 Q4	$503K	Hold	2,100	–	–	0.18%	72
2022 Q3	$345K	Hold	2,100	–	–	0.15%	79
2022 Q2	$375K	Hold	2,100	–	–	0.18%	78
2022 Q1	$468K	Hold	2,100	–	–	0.18%	70
2021 Q4	$434K	Buy	2,100 +98	+5%	+$19.7K	0.15%	84
2021 Q3	$384K	Hold	2,002	–	–	0.14%	79
2021 Q2	$436K	Hold	2,002	–	–	0.16%	69
2021 Q1	$464K	Hold	2,002	–	–	0.19%	62
2020 Q4	$364K	Hold	2,002	–	–	0.16%	70
2020 Q3	$299K	Sell	2,002 -10	-0.5%	-$1.41K	0.14%	76
2020 Q2	$255K	Hold	2,012	–	–	0.13%	80
2020 Q1	$233K	Buy	+2,012	New	+$257K	0.14%	84

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 Consulate's CAT Position: Q2 2026 in Review

Financial Consulate increased its Caterpillar (CAT) stake by 3.5% in Q2 2026, buying an estimated $68.5K and bringing the position to 2,335 shares worth $2.49M. The position accounts for 0.28% of the portfolio, ranked #33.

Financial Consulate first reported a position in CAT in Q1 2020 and has held it in 17 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Financial Consulate held 2,335 shares of Caterpillar worth $2.49M as of Q2 2026.
Financial Consulate bought 78 Caterpillar shares in Q2 2026, an estimated $68.5K.
Caterpillar made up 0.28% of Financial Consulate's portfolio in Q2 2026, its #33 holding.
Financial Consulate first reported a position in Caterpillar in Q1 2020 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 Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.