FI
CAT icon

Finivi Inc’s Caterpillar CAT Stock Holding History

Finivi Inc’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 		$1.16M Sell
1,085
-57
-5% -$50.1K 0.59% 43
2026
Q1 		$809K Sell
1,142
-150
-12% -$104K 0.44% 55
2025
Q4 		$740K Sell
1,292
-29
-2% -$16.1K 0.43% 54
2025
Q3 		$630K Buy
1,321
+19
+1% +$8.11K 0.4% 58
2025
Q2 		$505K Buy
1,302
+19
+1% +$6.33K 0.34% 65
2025
Q1 		$423K Buy
1,283
+134
+12% +$47.7K 0.34% 64
2024
Q4 		$417K Buy
1,149
+34
+3% +$13.2K 0.33% 63
2024
Q3 		$436K Sell
1,115
-8
-0.7% -$2.76K 0.35% 58
2024
Q2 		$374K Buy
1,123
+17
+2% +$5.89K 0.31% 65
2024
Q1 		$405K Sell
1,106
-19
-2% -$6.07K 0.37% 61
2023
Q4 		$333K Buy
+1,125
New +$292K 0.32% 67

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

Finivi Inc's CAT Position: Q2 2026 in Review

Finivi Inc reduced its Caterpillar (CAT) stake by 5% in Q2 2026, selling an estimated $50.1K and leaving 1,085 shares worth $1.16M. The position accounts for 0.59% of the portfolio, ranked #43.

Finivi Inc first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 3,981 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Finivi Inc held 1,085 shares of Caterpillar worth $1.16M as of Q2 2026.
  • Finivi Inc sold 57 Caterpillar shares in Q2 2026, an estimated $50.1K.
  • Caterpillar made up 0.59% of Finivi Inc's portfolio in Q2 2026, its #43 holding.
  • Finivi Inc first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
  • 3,981 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Finivi Inc's 13F filing for Q2 2026, filed 9 Jul 2026.