Financial Perspectives’s Caterpillar CAT Stock Holding History

Financial Perspectives’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	$690K	Hold	648	–	–	0.17%	81
2026 Q1	$459K	Hold	648	–	–	0.13%	102
2025 Q4	$371K	Sell	648 -500	-44%	-$278K	0.1%	115
2025 Q3	$548K	Buy	1,148 +100	+10%	+$42.7K	0.15%	84
2025 Q2	$407K	Hold	1,048	–	–	0.12%	103
2025 Q1	$346K	Hold	1,048	–	–	0.12%	101
2024 Q4	$380K	Hold	1,048	–	–	0.13%	95
2024 Q3	$410K	Hold	1,048	–	–	0.14%	92
2024 Q2	$349K	Hold	1,048	–	–	0.13%	95
2024 Q1	$384K	Hold	1,048	–	–	0.15%	86
2023 Q4	$310K	Buy	1,048 +43	+4%	+$11.2K	0.13%	103
2023 Q3	$274K	Buy	1,005 +25	+3%	+$6.78K	0.13%	97
2023 Q2	$241K	Hold	980	–	–	0.11%	114
2023 Q1	$224K	Hold	980	–	–	0.11%	109
2022 Q4	$235K	Hold	980	–	–	0.12%	106
2022 Q3	$161K	Hold	980	–	–	0.09%	132
2022 Q2	$175K	Hold	980	–	–	0.1%	124
2022 Q1	$218K	Hold	980	–	–	0.1%	122
2021 Q4	$203K	Hold	980	–	–	0.1%	125
2021 Q3	$188K	Hold	980	–	–	0.09%	125
2021 Q2	$213K	Hold	980	–	–	0.1%	122
2021 Q1	$227K	Hold	980	–	–	0.12%	113
2020 Q4	$178K	Buy	980 +77	+9%	+$13.1K	0.1%	124
2020 Q3	$135K	Hold	903	–	–	0.09%	132
2020 Q2	$114K	Sell	903 -74	-8%	-$8.77K	0.08%	129
2020 Q1	$113K	Buy	977 +177	+22%	+$22.6K	0.09%	107
2019 Q4	$118K	Buy	+800	New	+$112K	0.08%	113

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 Perspectives's CAT Position: Q2 2026 in Review

Financial Perspectives held its Caterpillar (CAT) position steady in Q2 2026 at 648 shares worth $690K. The position accounts for 0.17% of the portfolio, ranked #81.

Financial Perspectives first reported a position in CAT in Q4 2019 and has held it in 27 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Financial Perspectives held 648 shares of Caterpillar worth $690K as of Q2 2026.
Financial Perspectives left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.17% of Financial Perspectives's portfolio in Q2 2026, its #81 holding.
Financial Perspectives first reported a position in Caterpillar in Q4 2019 and has held it in 27 quarters since.
4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.