GLOBALT Investments’s Caterpillar CAT Stock Holding History

GLOBALT Investments’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	$1.33M	Sell	1,252 -1	-0.1%	-$878	0.05%	134
2026 Q1	$888K	Buy	+1,253	New	+$868K	0.03%	146

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

GLOBALT Investments's CAT Position: Q2 2026 in Review

GLOBALT Investments reduced its Caterpillar (CAT) stake by 0.08% in Q2 2026, selling an estimated $878 and leaving 1,252 shares worth $1.33M. The position accounts for 0.05% of the portfolio, ranked #134.

GLOBALT Investments first reported a position in CAT in Q1 2026 and has held it in 2 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

GLOBALT Investments held 1,252 shares of Caterpillar worth $1.33M as of Q2 2026.
GLOBALT Investments sold 1 Caterpillar share in Q2 2026, an estimated $878.
Caterpillar made up 0.05% of GLOBALT Investments's portfolio in Q2 2026, its #134 holding.
GLOBALT Investments first reported a position in Caterpillar in Q1 2026 and has held it in 2 quarters since.
4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.