Financial Freedom LLC’s Caterpillar CAT Stock Holding History

Financial Freedom LLC’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	$237K	Hold	335	–	–	0.12%	99
2025 Q4	$192K	Sell	335 -75	-18%	-$41.7K	0.1%	105
2025 Q3	$196K	Hold	410	–	–	0.1%	105
2025 Q2	$159K	Hold	410	–	–	0.09%	111
2025 Q1	$135K	Hold	410	–	–	0.08%	117
2024 Q4	$149K	Hold	410	–	–	0.08%	109
2024 Q3	$160K	Sell	410 -5	-1%	-$1.73K	0.08%	113
2024 Q2	$138K	Hold	415	–	–	0.08%	118
2024 Q1	$152K	Hold	415	–	–	0.09%	114
2023 Q4	$123K	Sell	415 -49	-11%	-$12.7K	0.08%	120
2023 Q3	$127K	Buy	464 +1	+0.2%	+$271	0.09%	115
2023 Q2	$114K	Buy	463 +2	+0.4%	+$446	0.08%	114
2023 Q1	$105K	Buy	461 +2	+0.4%	+$484	0.08%	114
2022 Q4	$110K	Buy	+459	New	+$99.9K	0.07%	108

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Freedom LLC's CAT Position: Q1 2026 in Review

Financial Freedom LLC held its Caterpillar (CAT) position steady in Q1 2026 at 335 shares worth $237K. The position accounts for 0.12% of the portfolio, ranked #99.

Financial Freedom LLC first reported a position in CAT in Q4 2022 and has held it in 14 quarters since. 3,736 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Financial Freedom LLC held 335 shares of Caterpillar worth $237K as of Q1 2026.
Financial Freedom LLC left its Caterpillar share count unchanged in Q1 2026.
Caterpillar made up 0.12% of Financial Freedom LLC's portfolio in Q1 2026, its #99 holding.
Financial Freedom LLC first reported a position in Caterpillar in Q4 2022 and has held it in 14 quarters since.
3,736 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.