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Focus Partners Advisor Solutions’s Caterpillar CAT Stock Holding History

Focus Partners Advisor Solutions’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 		$22.2M Buy
20,887
+6,327
+43% +$5.56M 0.19% 66
2026
Q1 		$10.3M Buy
14,560
+2,884
+25% +$2M 0.1% 94
2025
Q4 		$6.69M Sell
11,676
-4,133
-26% -$2.3M 0.08% 115
2025
Q3 		$7.96M Buy
15,809
+6,151
+64% +$2.63M 0.09% 120
2025
Q2 		$3.75M Sell
9,658
-3,378
-26% -$1.13M 0.05% 173
2025
Q1 		$4.3M Buy
13,036
+1,413
+12% +$503K 0.07% 149
2024
Q4 		$4.22M Buy
11,623
+3,544
+44% +$1.37M 0.07% 140
2024
Q3 		$3.16M Buy
8,079
+1,209
+18% +$418K 0.07% 138
2024
Q2 		$2.29M Sell
6,870
-4,548
-40% -$1.58M 0.06% 159
2024
Q1 		$4.18M Buy
11,418
+8,688
+318% +$2.78M 0.12% 96
2023
Q4 		$807K Sell
2,730
-2,447
-47% -$635K 0.04% 188
2023
Q3 		$1.41M Buy
5,177
+2,217
+75% +$601K 0.07% 139
2023
Q2 		$728K Buy
2,960
+678
+30% +$151K 0.04% 167
2023
Q1 		$522K Sell
2,282
-5,848
-72% -$1.41M 0.03% 196
2022
Q4 		$1.95M Buy
8,130
+5,711
+236% +$1.24M 0.15% 78
2022
Q3 		$397K Buy
2,419
+284
+13% +$51.9K 0.02% 253
2022
Q2 		$382K Buy
2,135
+631
+42% +$133K 0.03% 224
2022
Q1 		$336K Buy
+1,504
New +$315K 0.03% 219

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

Focus Partners Advisor Solutions's CAT Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its Caterpillar (CAT) stake by 43% in Q2 2026, buying an estimated $5.56M and bringing the position to 20,887 shares worth $22.2M. The position accounts for 0.19% of the portfolio, ranked #66.

Focus Partners Advisor Solutions first reported a position in CAT in Q1 2022 and has held it in 18 quarters since. 4,052 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Focus Partners Advisor Solutions held 20,887 shares of Caterpillar worth $22.2M as of Q2 2026.
  • Focus Partners Advisor Solutions bought 6,327 Caterpillar shares in Q2 2026, an estimated $5.56M.
  • Caterpillar made up 0.19% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #66 holding.
  • Focus Partners Advisor Solutions first reported a position in Caterpillar in Q1 2022 and has held it in 18 quarters since.
  • 4,052 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.