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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
Q2 		$357K Hold
335
– – 0.16% 83
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
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 Freedom LLC's CAT Position: Q2 2026 in Review

Financial Freedom LLC held its Caterpillar (CAT) position steady in Q2 2026 at 335 shares worth $357K. The position accounts for 0.16% of the portfolio, ranked #83.

Financial Freedom LLC first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Financial Freedom LLC held 335 shares of Caterpillar worth $357K as of Q2 2026.
  • Financial Freedom LLC left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.16% of Financial Freedom LLC's portfolio in Q2 2026, its #83 holding.
  • Financial Freedom LLC first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
  • 4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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