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Financial Council’s Caterpillar CAT Stock Holding History

Financial Council’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 		$905K Hold
850
– – 0.29% 40
2026
Q1 		$602K Hold
850
– – 0.23% 45
2025
Q4 		$487K Sell
850
-13
-2% -$7.22K 0.19% 51
2025
Q3 		$412K Buy
863
+13
+2% +$5.55K 0.18% 56
2025
Q2 		$330K Hold
850
– – 0.16% 61
2025
Q1 		$280K Hold
850
– – 0.15% 66
2024
Q4 		$308K Hold
850
– – 0.16% 62
2024
Q3 		$332K Hold
850
– – 0.17% 60
2024
Q2 		$283K Buy
850
+280
+49% +$97.1K 0.16% 66
2024
Q1 		$209K Buy
+570
New +$182K 0.12% 79

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 Council's CAT Position: Q2 2026 in Review

Financial Council held its Caterpillar (CAT) position steady in Q2 2026 at 850 shares worth $905K. The position accounts for 0.29% of the portfolio, ranked #40.

Financial Council first reported a position in CAT in Q1 2024 and has held it in 10 quarters since. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Financial Council held 850 shares of Caterpillar worth $905K as of Q2 2026.
  • Financial Council left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.29% of Financial Council's portfolio in Q2 2026, its #40 holding.
  • Financial Council first reported a position in Caterpillar in Q1 2024 and has held it in 10 quarters since.
  • 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Financial Council's 13F filing for Q2 2026, filed 4 Aug 2026.