Financial Insights’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$571K Buy
537
+8
+2% +$7.03K 0.15% 81
2026
Q1
$375K Buy
529
+1
+0.2% +$693 0.12% 95
2025
Q4
$303K Buy
528
+11
+2% +$6.11K 0.1% 97
2025
Q3
$247K Buy
517
+1
+0.2% +$427 0.08% 112
2025
Q2
$200K Buy
+516
New +$172K 0.07% 125
2021
Q3
– Sell
-389
Closed -$84.7K – 96
2021
Q2
$84.7K Buy
+389
New +$89.8K 0.07% 123

Other funds holding CAT

Financial Insights's CAT Position: Q2 2026 in Review

Financial Insights increased its Caterpillar (CAT) stake by 1.5% in Q2 2026, buying an estimated $7.03K and bringing the position to 537 shares worth $571K. The position accounts for 0.15% of the portfolio, ranked #81.

Financial Insights first reported a position in CAT in Q2 2021 and has held it in 6 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Financial Insights held 537 shares of Caterpillar worth $571K as of Q2 2026.
  • Financial Insights bought 8 Caterpillar shares in Q2 2026, an estimated $7.03K.
  • Caterpillar made up 0.15% of Financial Insights's portfolio in Q2 2026, its #81 holding.
  • Financial Insights first reported a position in Caterpillar in Q2 2021 and has held it in 6 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Financial Insights's 13F filing for Q2 2026, filed 25 Aug 2026.