First Command Advisory Services’s Caterpillar CAT Stock Holding History

First Command Advisory Services’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	$2.73M	Sell	2,565 -150	-6%	-$132K	0.02%	54
2026 Q1	$1.92M	Buy	2,715 +66	+2%	+$45.7K	0.01%	62
2025 Q4	$1.52M	Sell	2,649 -204	-7%	-$113K	0.01%	69
2025 Q3	$1.36M	Sell	2,853 -63	-2%	-$26.9K	0.01%	73
2025 Q2	$1.13M	Buy	2,916 +387	+15%	+$129K	0.01%	75
2025 Q1	$834K	Sell	2,529 -102	-4%	-$36.3K	0.01%	89
2024 Q4	$954K	Sell	2,631 -118	-4%	-$45.8K	0.01%	75
2024 Q3	$1.08M	Sell	2,749 -21	-0.8%	-$7.25K	0.01%	74
2024 Q2	$923K	Sell	2,770 -16	-0.6%	-$5.55K	0.01%	69
2024 Q1	$1.02M	Sell	2,786 -105	-4%	-$33.6K	0.01%	64
2023 Q4	$853K	Buy	2,891 +75	+3%	+$19.5K	0.01%	67
2023 Q3	$769K	Buy	+2,816	New	+$764K	0.01%	66
2022 Q4	–	Sell	-50	Closed	–	–	67
2022 Q3	$0	Buy	+50	New	+$9.13K	﹤0.01%	60
2020 Q3	–	Sell	-20	Closed	-$3K	–	47
2020 Q2	$3K	Buy	+20	New	+$2.37K	﹤0.01%	14

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

First Command Advisory Services's CAT Position: Q2 2026 in Review

First Command Advisory Services reduced its Caterpillar (CAT) stake by 5.5% in Q2 2026, selling an estimated $132K and leaving 2,565 shares worth $2.73M. The position accounts for 0.02% of the portfolio, ranked #54.

First Command Advisory Services first reported a position in CAT in Q2 2020 and has held it in 14 quarters since. 4,047 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

First Command Advisory Services held 2,565 shares of Caterpillar worth $2.73M as of Q2 2026.
First Command Advisory Services sold 150 Caterpillar shares in Q2 2026, an estimated $132K.
Caterpillar made up 0.02% of First Command Advisory Services's portfolio in Q2 2026, its #54 holding.
First Command Advisory Services first reported a position in Caterpillar in Q2 2020 and has held it in 14 quarters since.
4,047 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on First Command Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.