Goepper Burkhardt’s Caterpillar CAT Stock Holding History

Goepper Burkhardt’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	$1.54M	Sell	1,447 -20	-1%	-$17.6K	0.46%	30
2026 Q1	$1.04M	Sell	1,467 -800	-35%	-$554K	0.35%	35
2025 Q4	$1.3M	Hold	2,267	–	–	0.42%	29
2025 Q3	$1.08M	Hold	2,267	–	–	0.37%	35
2025 Q2	$880K	Buy	2,267 +107	+5%	+$35.7K	0.32%	34
2025 Q1	$712K	Hold	2,160	–	–	0.28%	42
2024 Q4	$784K	Sell	2,160 -10	-0.5%	-$3.88K	0.32%	36
2024 Q3	$849K	Hold	2,170	–	–	0.35%	37
2024 Q2	$723K	Hold	2,170	–	–	0.33%	38
2024 Q1	$770K	Hold	2,170	–	–	0.36%	36
2023 Q4	$688K	Buy	2,170 +10	+0.5%	+$2.59K	0.34%	34
2023 Q3	$590K	Hold	2,160	–	–	0.36%	29
2023 Q2	$531K	Hold	2,160	–	–	0.32%	31
2023 Q1	$494K	Hold	2,160	–	–	0.32%	32
2022 Q4	$517K	Hold	2,160	–	–	0.36%	30
2022 Q3	$354K	Sell	2,160 -100	-4%	-$18.3K	0.26%	38
2022 Q2	$404K	Hold	2,260	–	–	0.28%	35
2022 Q1	$504K	Hold	2,260	–	–	0.31%	36
2021 Q4	$467K	Hold	2,260	–	–	0.28%	38
2021 Q3	$434K	Hold	2,260	–	–	0.28%	37
2021 Q2	$492K	Hold	2,260	–	–	0.31%	35
2021 Q1	$524K	Hold	2,260	–	–	0.36%	33
2020 Q4	$411K	Buy	+2,260	New	+$383K	0.3%	39

Other funds holding CAT

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Goepper Burkhardt's CAT Position: Q2 2026 in Review

Goepper Burkhardt reduced its Caterpillar (CAT) stake by 1.4% in Q2 2026, selling an estimated $17.6K and leaving 1,447 shares worth $1.54M. The position accounts for 0.46% of the portfolio, ranked #30.

Goepper Burkhardt first reported a position in CAT in Q4 2020 and has held it in 23 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Goepper Burkhardt held 1,447 shares of Caterpillar worth $1.54M as of Q2 2026.
Goepper Burkhardt sold 20 Caterpillar shares in Q2 2026, an estimated $17.6K.
Caterpillar made up 0.46% of Goepper Burkhardt's portfolio in Q2 2026, its #30 holding.
Goepper Burkhardt first reported a position in Caterpillar in Q4 2020 and has held it in 23 quarters since.
4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Goepper Burkhardt's 13F filing for Q2 2026, filed 10 Aug 2026.