Financial Sense Advisors’s Caterpillar CAT Stock Holding History

Financial Sense Advisors’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	$303K	Buy	+285	New	+$250K	0.06%	122
2023 Q3	–	Sell	-11,381	Closed	-$2.8M	–	99
2023 Q2	$2.8M	Sell	11,381 -150	-1%	-$33.4K	1.18%	23
2023 Q1	$2.64M	Sell	11,531 -50	-0.4%	-$12.1K	1.17%	26
2022 Q4	$2.77M	Sell	11,581 -3,209	-22%	-$699K	1.13%	16
2022 Q3	$2.43M	Buy	14,790 +510	+4%	+$93.2K	1.03%	18
2022 Q2	$2.55M	Buy	+14,280	New	+$3.01M	0.93%	23
2022 Q1	–	Sell	-15,484	Closed	-$3.2M	–	84
2021 Q4	$3.2M	Buy	+15,484	New	+$3.12M	1.1%	20
2018 Q1	–	Sell	-53,181	Closed	-$8.38M	–	84
2017 Q4	$8.38M	Sell	53,181 -1,651	-3%	-$229K	3.87%	9
2017 Q3	$6.84M	Buy	54,832 +18,821	+52%	+$2.17M	3.51%	10
2017 Q2	$3.87M	Buy	36,011 +16,043	+80%	+$1.63M	2.02%	11
2017 Q1	$1.85M	Sell	19,968 -3,298	-14%	-$312K	1.11%	21
2016 Q4	$2.16M	Buy	23,266 +2,036	+10%	+$185K	1.38%	24
2016 Q3	$1.89M	Buy	+21,230	New	+$1.74M	1.23%	26

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 Sense Advisors's CAT Position: Q2 2026 in Review

Financial Sense Advisors opened a new position in Caterpillar (CAT) in Q2 2026: 285 shares worth $303K. The stake represents 0.06% of the portfolio and ranks #122 among its holdings. This is a return to the name: Financial Sense Advisors previously reported a position in CAT as recently as Q2 2023.

Financial Sense Advisors first reported a position in CAT in Q3 2016 and has held it in 13 quarters since. The position peaked at $8.38M in Q4 2017. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Financial Sense Advisors held 285 shares of Caterpillar worth $303K as of Q2 2026.
Caterpillar was a new Financial Sense Advisors position in Q2 2026.
Caterpillar made up 0.06% of Financial Sense Advisors's portfolio in Q2 2026, its #122 holding.
Financial Sense Advisors first reported a position in Caterpillar in Q3 2016 and has held it in 13 quarters since.
Financial Sense Advisors's Caterpillar position peaked at $8.38M in Q4 2017.
4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Financial Sense Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.