Financial Management Network’s Caterpillar CAT Stock Holding History

Financial Management Network’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	$3.5M	Buy	3,973 +1	+0%	+$878	0.5%	45
2026 Q1	$3.13M	Buy	3,972 +35	+0.9%	+$24.2K	0.48%	45
2025 Q4	$2.36M	Buy	3,937 +5	+0.1%	+$2.78K	0.37%	54
2025 Q3	$1.95M	Buy	3,932 +643	+20%	+$275K	0.32%	59
2025 Q2	$1.31M	Buy	3,289 +346	+12%	+$115K	0.23%	67
2025 Q1	$824K	Buy	2,943 +2	+0.1%	+$712	0.19%	76
2024 Q4	$1.07M	Buy	2,941 +2	+0.1%	+$776	0.22%	68
2024 Q3	$1.17M	Buy	2,939 +2	+0.1%	+$691	0.24%	72
2024 Q2	$964K	Buy	2,937 +201	+7%	+$69.7K	0.23%	71
2024 Q1	$1.01M	Sell	2,736 -131	-5%	-$41.9K	0.26%	64
2023 Q4	$828K	Buy	2,867 +3	+0.1%	+$778	0.24%	64
2023 Q3	$759K	Sell	2,864 -63	-2%	-$17.1K	0.25%	65
2023 Q2	$724K	Buy	2,927 +3	+0.1%	+$669	0.25%	71
2023 Q1	$636K	Sell	2,924 -32	-1%	-$7.74K	0.26%	64
2022 Q4	$713K	Buy	2,956 +3	+0.1%	+$653	0.32%	63
2022 Q3	$530K	Buy	2,953 +37	+1%	+$6.76K	0.26%	76
2022 Q2	$520K	Sell	2,916 -263	-8%	-$55.4K	0.28%	72
2022 Q1	$702K	Buy	3,179 +3	+0.1%	+$629	0.36%	54
2021 Q4	$693K	Buy	3,176 +2	+0.1%	+$403	0.32%	66
2021 Q3	$613K	Sell	3,174 -44	-1%	-$9.16K	0.31%	66
2021 Q2	$701K	Sell	3,218 -33	-1%	-$7.62K	0.36%	61
2021 Q1	$742K	Buy	3,251 +97	+3%	+$20.1K	0.38%	55
2020 Q4	$607K	Buy	+3,154	New	+$535K	0.37%	56

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Financial Management Network's CAT Position: Q2 2026 in Review

Financial Management Network increased its Caterpillar (CAT) stake by 0.03% in Q2 2026, buying an estimated $878 and bringing the position to 3,973 shares worth $3.5M. The position accounts for 0.5% of the portfolio, ranked #45.

Financial Management Network first reported a position in CAT in Q4 2020 and has held it in 23 quarters since. 4,063 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Financial Management Network held 3,973 shares of Caterpillar worth $3.5M as of Q2 2026.
Financial Management Network bought 1 Caterpillar share in Q2 2026, an estimated $878.
Caterpillar made up 0.5% of Financial Management Network's portfolio in Q2 2026, its #45 holding.
Financial Management Network first reported a position in Caterpillar in Q4 2020 and has held it in 23 quarters since.
4,063 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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