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Goldstone Financial Group’s Caterpillar CAT Stock Holding History

Goldstone Financial Group’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 		$4.18M Sell
3,926
-117
-3% -$103K 0.38% 58
2026
Q1 		$2.86M Sell
4,043
-337
-8% -$233K 0.31% 61
2025
Q4 		$2.51M Sell
4,380
-107
-2% -$59.5K 0.28% 66
2025
Q3 		$2.14M Buy
4,487
+1,057
+31% +$451K 0.25% 66
2025
Q2 		$1.36M Buy
3,430
+857
+33% +$286K 0.18% 77
2025
Q1 		$848K Buy
2,573
+531
+26% +$189K 0.13% 101
2024
Q4 		$741K Buy
2,042
+460
+29% +$178K 0.12% 103
2024
Q3 		$619K Buy
1,582
+347
+28% +$120K 0.11% 102
2024
Q2 		$411K Sell
1,235
-109
-8% -$37.8K 0.08% 120
2024
Q1 		$492K Buy
1,344
+30
+2% +$9.59K 0.11% 103
2023
Q4 		$388K Buy
1,314
+347
+36% +$90K 0.1% 107
2023
Q3 		$264K Sell
967
-83
-8% -$22.5K 0.08% 124
2023
Q2 		$258K Buy
1,050
+101
+11% +$22.5K 0.08% 142
2023
Q1 		$217K Buy
+949
New +$229K 0.07% 140

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

Goldstone Financial Group's CAT Position: Q2 2026 in Review

Goldstone Financial Group reduced its Caterpillar (CAT) stake by 2.9% in Q2 2026, selling an estimated $103K and leaving 3,926 shares worth $4.18M. The position accounts for 0.38% of the portfolio, ranked #58.

Goldstone Financial Group first reported a position in CAT in Q1 2023 and has held it in 14 quarters since. 4,063 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Goldstone Financial Group held 3,926 shares of Caterpillar worth $4.18M as of Q2 2026.
  • Goldstone Financial Group sold 117 Caterpillar shares in Q2 2026, an estimated $103K.
  • Caterpillar made up 0.38% of Goldstone Financial Group's portfolio in Q2 2026, its #58 holding.
  • Goldstone Financial Group first reported a position in Caterpillar in Q1 2023 and has held it in 14 quarters since.
  • 4,063 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.