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 Q3	$136K	Sell	168 -167	-50%	-$142K	0.06%	122
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	+$100K	0.07%	108

Other funds holding CAT

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Financial Freedom LLC's CAT Position: Q3 2026 in Review

Financial Freedom LLC reduced its Caterpillar (CAT) stake by 50% in Q3 2026, selling an estimated $142K and leaving 168 shares worth $136K. The position accounts for 0.06% of the portfolio, ranked #122.

Financial Freedom LLC first reported a position in CAT in Q4 2022 and has held it in 16 quarters since. The position peaked at $357K in Q2 2026. 3,455 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Financial Freedom LLC held 168 shares of Caterpillar worth $136K as of Q3 2026.
Financial Freedom LLC sold 167 Caterpillar shares in Q3 2026, an estimated $142K.
Caterpillar made up 0.06% of Financial Freedom LLC's portfolio in Q3 2026, its #122 holding.
Financial Freedom LLC first reported a position in Caterpillar in Q4 2022 and has held it in 16 quarters since.
Financial Freedom LLC's Caterpillar position peaked at $357K in Q2 2026.
3,455 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Financial Freedom LLC's 13F filing for Q3 2026, filed 6 Nov 2026.