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HeadInvest LLC’s Caterpillar CAT Stock Holding History

HeadInvest LLC’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 		$422K Buy
396
+38
+11% +$33.4K 0.08% 162
2026
Q1 		$254K Sell
358
-25
-7% -$17.3K 0.05% 201
2025
Q4 		$219K Buy
+383
New +$213K 0.04% 210
2025
Q2 		– Sell
-796
Closed -$263K – 210
2025
Q1 		$263K Sell
796
-50
-6% -$17.8K 0.05% 203
2024
Q4 		$307K Sell
846
-50
-6% -$19.4K 0.06% 192
2024
Q3 		$350K Hold
896
– – 0.06% 180
2024
Q2 		$298K Hold
896
– – 0.06% 180
2024
Q1 		$328K Sell
896
-43
-5% -$13.7K 0.06% 177
2023
Q4 		$278K Hold
939
– – 0.06% 189
2023
Q3 		$255K Hold
939
– – 0.06% 189
2023
Q2 		$268K Buy
939
+1
+0.1% +$223 0.06% 190
2023
Q1 		$215K Hold
938
– – 0.05% 213
2022
Q4 		$225K Buy
+938
New +$204K 0.05% 209

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

HeadInvest LLC's CAT Position: Q2 2026 in Review

HeadInvest LLC increased its Caterpillar (CAT) stake by 11% in Q2 2026, buying an estimated $33.4K and bringing the position to 396 shares worth $422K. The position accounts for 0.08% of the portfolio, ranked #162.

HeadInvest LLC first reported a position in CAT in Q4 2022 and has held it in 13 quarters since. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • HeadInvest LLC held 396 shares of Caterpillar worth $422K as of Q2 2026.
  • HeadInvest LLC bought 38 Caterpillar shares in Q2 2026, an estimated $33.4K.
  • Caterpillar made up 0.08% of HeadInvest LLC's portfolio in Q2 2026, its #162 holding.
  • HeadInvest LLC first reported a position in Caterpillar in Q4 2022 and has held it in 13 quarters since.
  • 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on HeadInvest LLC's 13F filing for Q2 2026, filed 14 Aug 2026.