FTA
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Financial & Tax Architects’s Caterpillar CAT Stock Holding History

Financial & Tax Architects’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 		$9.65M Sell
9,062
-1,750
-16% -$1.54M 2.03% 10
2026
Q1 		$7.66M Sell
10,812
-2,626
-20% -$1.82M 1.71% 15
2025
Q4 		$7.7M Sell
13,438
-4,833
-26% -$2.69M 1.73% 15
2025
Q3 		$8.72M Sell
18,271
-1,271
-7% -$543K 1.92% 14
2025
Q2 		$7.59M Buy
19,542
+18,077
+1,234% +$6.03M 1.84% 15
2025
Q1 		$483K Sell
1,465
-16,458
-92% -$5.86M 0.12% 86
2024
Q4 		$6.5M Buy
17,923
+109
+0.6% +$42.3K 1.66% 20
2024
Q3 		$6.97M Sell
17,814
-260
-1% -$89.8K 1.79% 16
2024
Q2 		$6.02M Buy
18,074
+229
+1% +$79.4K 1.61% 20
2024
Q1 		$6.54M Sell
17,845
-2,735
-13% -$874K 1.8% 14
2023
Q4 		$6.08M Sell
20,580
-246
-1% -$63.8K 1.8% 15
2023
Q3 		$5.69M Sell
20,826
-1,039
-5% -$282K 1.77% 16
2023
Q2 		$5.38M Buy
21,865
+1,314
+6% +$293K 1.66% 19
2023
Q1 		$4.7M Buy
20,551
+786
+4% +$190K 1.55% 33
2022
Q4 		$4.94M Sell
19,765
-4,751
-19% -$1.03M 1.68% 22
2022
Q3 		$4.02M Buy
24,516
+2,648
+12% +$484K 1.51% 31
2022
Q2 		$3.91M Buy
21,868
+2,063
+10% +$435K 1.48% 31
2022
Q1 		$4.41M Buy
19,805
+2,116
+12% +$444K 1.67% 19
2021
Q4 		$3.66M Buy
17,689
+1,631
+10% +$328K 1.49% 30
2021
Q3 		$3.08M Buy
16,058
+1,612
+11% +$336K 1.4% 33
2021
Q2 		$3.14M Buy
14,446
+750
+5% +$173K 1.54% 30
2021
Q1 		$3.18M Buy
+13,696
New +$2.84M 1.78% 10

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 & Tax Architects's CAT Position: Q2 2026 in Review

Financial & Tax Architects reduced its Caterpillar (CAT) stake by 16% in Q2 2026, selling an estimated $1.54M and leaving 9,062 shares worth $9.65M. The position accounts for 2.03% of the portfolio, ranked #10.

Financial & Tax Architects first reported a position in CAT in Q1 2021 and has held it in 22 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Financial & Tax Architects held 9,062 shares of Caterpillar worth $9.65M as of Q2 2026.
  • Financial & Tax Architects sold 1,750 Caterpillar shares in Q2 2026, an estimated $1.54M.
  • Caterpillar made up 2.03% of Financial & Tax Architects's portfolio in Q2 2026, its #10 holding.
  • Financial & Tax Architects first reported a position in Caterpillar in Q1 2021 and has held it in 22 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Financial & Tax Architects's 13F filing for Q2 2026, filed 23 Jul 2026.