FFA
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Florida Financial Advisors’s Caterpillar CAT Stock Holding History

Florida Financial 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 		$8.68M Buy
8,147
+2,241
+38% +$1.97M 1.47% 11
2026
Q1 		$4.19M Buy
5,906
+5,093
+626% +$3.53M 1% 17
2025
Q4 		$463K Buy
813
+134
+20% +$74.5K 0.13% 156
2025
Q3 		$325K Sell
679
-138
-17% -$58.9K 0.1% 190
2025
Q2 		$317K Buy
817
+59
+8% +$19.7K 0.11% 198
2025
Q1 		$249K Buy
758
+57
+8% +$20.3K 0.1% 205
2024
Q4 		$254K Buy
701
+113
+19% +$43.8K 0.11% 157
2024
Q3 		$230K Buy
+588
New +$203K 0.12% 157

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

Florida Financial Advisors's CAT Position: Q2 2026 in Review

Florida Financial Advisors increased its Caterpillar (CAT) stake by 38% in Q2 2026, buying an estimated $1.97M and bringing the position to 8,147 shares worth $8.68M. The position accounts for 1.47% of the portfolio, ranked #11.

Florida Financial Advisors first reported a position in CAT in Q3 2024 and has held it in 8 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Florida Financial Advisors held 8,147 shares of Caterpillar worth $8.68M as of Q2 2026.
  • Florida Financial Advisors bought 2,241 Caterpillar shares in Q2 2026, an estimated $1.97M.
  • Caterpillar made up 1.47% of Florida Financial Advisors's portfolio in Q2 2026, its #11 holding.
  • Florida Financial Advisors first reported a position in Caterpillar in Q3 2024 and has held it in 8 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.