HA
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Herold Advisors’s Caterpillar CAT Stock Holding History

Herold Advisors’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 		$2.65M Sell
2,493
-138
-5% -$121K 0.52% 51
2026
Q1 		$1.86M Sell
2,631
-184
-7% -$127K 0.41% 68
2025
Q4 		$1.61M Sell
2,815
-61
-2% -$33.9K 0.36% 72
2025
Q3 		$1.37M Sell
2,876
-306
-10% -$131K 0.32% 84
2025
Q2 		$1.24M Buy
3,182
+452
+17% +$151K 0.26% 102
2025
Q1 		$900K Buy
2,730
+649
+31% +$231K 0.2% 126
2024
Q4 		$755K Sell
2,081
-510
-20% -$198K 0.16% 146
2024
Q3 		$1.01M Sell
2,591
-68
-3% -$23.5K 0.22% 128
2024
Q2 		$886K Buy
2,659
+1,309
+97% +$454K 0.2% 134
2024
Q1 		$495K Hold
1,350
– – 0.12% 178
2023
Q4 		$399K Buy
1,350
+200
+17% +$51.9K 0.11% 180
2023
Q3 		$314K Sell
1,150
-100
-8% -$27.1K 0.1% 195
2023
Q2 		$308K Sell
1,250
-54
-4% -$12K 0.09% 195
2023
Q1 		$298K Buy
1,304
+51
+4% +$12.3K 0.1% 184
2022
Q4 		$300K Sell
1,253
-35
-3% -$7.62K 0.13% 158
2022
Q3 		$211K Buy
1,288
+1
+0.1% +$183 0.1% 176
2022
Q2 		$230K Buy
1,287
+51
+4% +$10.7K 0.1% 181
2022
Q1 		$275K Buy
1,236
+136
+12% +$28.5K 0.1% 171
2021
Q4 		$227K Buy
1,100
+200
+22% +$40.3K 0.09% 185
2021
Q3 		$172K Buy
+900
New +$187K 0.07% 217

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

Herold Advisors's CAT Position: Q2 2026 in Review

Herold Advisors reduced its Caterpillar (CAT) stake by 5.2% in Q2 2026, selling an estimated $121K and leaving 2,493 shares worth $2.65M. The position accounts for 0.52% of the portfolio, ranked #51.

Herold Advisors first reported a position in CAT in Q3 2021 and has held it in 20 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Herold Advisors held 2,493 shares of Caterpillar worth $2.65M as of Q2 2026.
  • Herold Advisors sold 138 Caterpillar shares in Q2 2026, an estimated $121K.
  • Caterpillar made up 0.52% of Herold Advisors's portfolio in Q2 2026, its #51 holding.
  • Herold Advisors first reported a position in Caterpillar in Q3 2021 and has held it in 20 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.