FFA
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Founders Financial Alliance’s Caterpillar CAT Stock Holding History

Founders Financial Alliance’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 		$2.5M Sell
2,350
-1,004
-30% -$882K 0.33% 71
2026
Q1 		$2.38M Buy
3,354
+227
+7% +$157K 0.43% 52
2025
Q4 		$1.79M Sell
3,127
-50
-2% -$27.8K 0.34% 68
2025
Q3 		$1.52M Sell
3,177
-71
-2% -$30.3K 0.29% 80
2025
Q2 		$1.26M Sell
3,248
-17
-0.5% -$5.67K 0.29% 88
2025
Q1 		$1.08M Buy
3,265
+263
+9% +$93.7K 0.26% 89
2024
Q4 		$1.09M Sell
3,002
-34
-1% -$13.2K 0.3% 75
2024
Q3 		$1.19M Sell
3,036
-252
-8% -$87K 0.33% 72
2024
Q2 		$1.1M Sell
3,288
-111
-3% -$38.5K 0.32% 73
2024
Q1 		$1.25M Buy
3,399
+1,407
+71% +$450K 0.37% 65
2023
Q4 		$589K Sell
1,992
-381
-16% -$98.8K 0.23% 96
2023
Q3 		$648K Sell
2,373
-917
-28% -$249K 0.28% 81
2023
Q2 		$810K Buy
3,290
+853
+35% +$190K 0.32% 74
2023
Q1 		$556K Sell
2,437
-835
-26% -$202K 0.28% 85
2022
Q4 		$784K Buy
3,272
+88
+3% +$19.2K 0.36% 68
2022
Q3 		$522K Sell
3,184
-2,569
-45% -$469K 0.27% 88
2022
Q2 		$1.03M Buy
5,753
+2,622
+84% +$553K 0.52% 43
2022
Q1 		$698K Buy
3,131
+22
+0.7% +$4.61K 0.31% 75
2021
Q4 		$643K Sell
3,109
-23
-0.7% -$4.63K 0.26% 89
2021
Q3 		$601K Buy
3,132
+32
+1% +$6.66K 0.28% 84
2021
Q2 		$676K Sell
3,100
-180
-5% -$41.6K 0.31% 78
2021
Q1 		$784K Buy
3,280
+311
+10% +$64.4K 0.39% 65
2020
Q4 		$539K Sell
2,969
-26
-0.9% -$4.41K 0.3% 76
2020
Q3 		$459K Buy
+2,995
New +$421K 0.27% 77

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Founders Financial Alliance's CAT Position: Q2 2026 in Review

Founders Financial Alliance reduced its Caterpillar (CAT) stake by 30% in Q2 2026, selling an estimated $882K and leaving 2,350 shares worth $2.5M. The position accounts for 0.33% of the portfolio, ranked #71.

Founders Financial Alliance first reported a position in CAT in Q3 2020 and has held it in 24 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Founders Financial Alliance held 2,350 shares of Caterpillar worth $2.5M as of Q2 2026.
  • Founders Financial Alliance sold 1,004 Caterpillar shares in Q2 2026, an estimated $882K.
  • Caterpillar made up 0.33% of Founders Financial Alliance's portfolio in Q2 2026, its #71 holding.
  • Founders Financial Alliance first reported a position in Caterpillar in Q3 2020 and has held it in 24 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.