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FourThought Financial Partners’s Caterpillar CAT Stock Holding History

FourThought Financial Partners’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 		$13.7M Sell
12,863
-14
-0.1% -$12.3K 1.06% 28
2026
Q1 		$9.12M Sell
12,877
-376
-3% -$260K 0.79% 37
2025
Q4 		$7.59M Sell
13,253
-38
-0.3% -$21.1K 0.64% 42
2025
Q3 		$6.34M Buy
13,291
+84
+0.6% +$35.9K 0.56% 49
2025
Q2 		$5.13M Buy
13,207
+6
+0% +$2K 0.51% 59
2025
Q1 		$4.35M Sell
13,201
-52
-0.4% -$18.5K 0.46% 64
2024
Q4 		$4.81M Buy
+13,253
New +$5.14M 0.5% 58
2024
Q2 		– Sell
-13,237
Closed -$4.85M – 209
2024
Q1 		$4.85M Buy
13,237
+17
+0.1% +$5.43K 0.56% 54
2023
Q4 		$3.91M Buy
13,220
+16
+0.1% +$4.15K 0.49% 58
2023
Q3 		$3.6M Buy
13,204
+107
+0.8% +$29K 0.5% 59
2023
Q2 		$3.22M Buy
13,097
+1
+0% +$223 0.42% 66
2023
Q1 		$3M Buy
13,096
+1
+0% +$242 0.41% 70
2022
Q4 		$3.14M Buy
+13,095
New +$2.85M 0.45% 62

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

FourThought Financial Partners's CAT Position: Q2 2026 in Review

FourThought Financial Partners reduced its Caterpillar (CAT) stake by 0.11% in Q2 2026, selling an estimated $12.3K and leaving 12,863 shares worth $13.7M. The position accounts for 1.06% of the portfolio, ranked #28.

FourThought Financial Partners first reported a position in CAT in Q4 2022 and has held it in 13 quarters since. 4,052 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • FourThought Financial Partners held 12,863 shares of Caterpillar worth $13.7M as of Q2 2026.
  • FourThought Financial Partners sold 14 Caterpillar shares in Q2 2026, an estimated $12.3K.
  • Caterpillar made up 1.06% of FourThought Financial Partners's portfolio in Q2 2026, its #28 holding.
  • FourThought Financial Partners first reported a position in Caterpillar in Q4 2022 and has held it in 13 quarters since.
  • 4,052 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.