Financial Gravity Asset Management’s Caterpillar CAT Stock Holding History

Financial Gravity Asset Management’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	$4.25K	Buy	+6	New	+$4.16K	﹤0.01%	666
2025 Q4	–	Sell	-2	Closed	-$954	–	788
2025 Q3	$954	Buy	+2	New	+$854	﹤0.01%	808
2025 Q1	$12.9K	Buy	+39	New	+$13.9K	﹤0.01%	556
2024 Q2	$12.3K	Sell	37 -67	-64%	-$23.2K	﹤0.01%	453
2024 Q1	$35.6K	Sell	104 -636	-86%	-$203K	﹤0.01%	432
2023 Q4	$1.88M	Buy	740 +37	+5%	+$9.6K	0.02%	233
2023 Q3	$1.87M	Buy	703 +420	+148%	+$114K	0.02%	225
2023 Q2	$7.41K	Buy	283 +246	+665%	+$54.8K	0.02%	412
2023 Q1	$8	Buy	+37	New	+$8.95K	﹤0.01%	878
2021 Q3	–	Sell	-1	Closed	-$218K	–	957
2021 Q2	$218K	Hold	1	–	–	0.08%	172
2021 Q1	$150	Hold	1	–	–	﹤0.01%	485
2020 Q4	$0	Buy	+1	New	+$170	﹤0.01%	503
2020 Q2	–	Sell	-41	Closed	-$4.72K	–	142
2020 Q1	$4.72K	Buy	+41	New	+$5.24K	0.01%	332
2019 Q4	–	Sell	-1	Closed	–	–	1409
2019 Q3	$0	Hold	1	–	–	﹤0.01%	1214
2019 Q2	$0	Sell	1 -11	-92%	-$1.45K	﹤0.01%	1265
2019 Q1	$2K	Buy	+12	New	+$1.59K	﹤0.01%	914
2018 Q3	$280K	Sell	2,457 -338	-12%	-$47.8K	0.29%	65
2018 Q2	$380K	Sell	2,795 -397	-12%	-$59.3K	0.36%	40
2018 Q1	$459K	Buy	+3,192	New	+$504K	0.47%	36

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 Gravity Asset Management's CAT Position: Q1 2026 in Review

Financial Gravity Asset Management opened a new position in Caterpillar (CAT) in Q1 2026: 6 shares worth $4.25K. The stake represents ﹤0.01% of the portfolio and ranks #666 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in CAT as recently as Q3 2025.

Financial Gravity Asset Management first reported a position in CAT in Q1 2018 and has held it in 19 quarters since. The position peaked at $1.88M in Q4 2023. 3,737 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Financial Gravity Asset Management held 6 shares of Caterpillar worth $4.25K as of Q1 2026.
Caterpillar was a new Financial Gravity Asset Management position in Q1 2026.
Caterpillar made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #666 holding.
Financial Gravity Asset Management first reported a position in Caterpillar in Q1 2018 and has held it in 19 quarters since.
Financial Gravity Asset Management's Caterpillar position peaked at $1.88M in Q4 2023.
3,737 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.