FGC
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Financial Gravity Companies’s Caterpillar CAT Stock Holding History

Financial Gravity Companies’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 		$6.39K Buy
+6
New +$5.27K ﹤0.01% 650
2025
Q2 		$776 Buy
+2
New +$667 ﹤0.01% 821
2024
Q4 		$14.1K Hold
39
– – ﹤0.01% 501
2024
Q3 		$15.3K Buy
+39
New +$13.5K ﹤0.01% 303
2018
Q4 		$193K Buy
+1,474
New +$192K 0.18% 134
2018
Q1 		$459K Buy
3,192
+1,558
+95% +$246K 0.47% 36
2017
Q4 		$266K Buy
+1,634
New +$227K 0.31% 60

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 Gravity Companies's CAT Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Caterpillar (CAT) in Q2 2026: 6 shares worth $6.39K. The stake represents ﹤0.01% of the portfolio and ranks #650 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in CAT as recently as Q2 2025.

Financial Gravity Companies first reported a position in CAT in Q4 2017 and has held it in 7 quarters since. The position peaked at $459K in Q1 2018. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Financial Gravity Companies held 6 shares of Caterpillar worth $6.39K as of Q2 2026.
  • Caterpillar was a new Financial Gravity Companies position in Q2 2026.
  • Caterpillar made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #650 holding.
  • Financial Gravity Companies first reported a position in Caterpillar in Q4 2017 and has held it in 7 quarters since.
  • Financial Gravity Companies's Caterpillar position peaked at $459K in Q1 2018.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.