Howard Financial Services
CAT icon

Howard Financial Services’s Caterpillar CAT Stock Holding History

Howard Financial Services’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
Q3 		$698K Buy
861
+192
+29% +$163K 0.07% 114
2026
Q2 		$712K Buy
669
+37
+6% +$32.5K 0.08% 108
2026
Q1 		$447K Buy
632
+74
+13% +$51.3K 0.05% 138
2025
Q4 		$320K Buy
558
+60
+12% +$33.3K 0.04% 152
2025
Q3 		$238K Buy
+498
New +$213K 0.03% 167

Other funds holding CAT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Howard Financial Services's CAT Position: Q3 2026 in Review

Howard Financial Services increased its Caterpillar (CAT) stake by 29% in Q3 2026, buying an estimated $163K and bringing the position to 861 shares worth $698K. The position accounts for 0.07% of the portfolio, ranked #114.

Howard Financial Services first reported a position in CAT in Q3 2025 and has held it in 5 quarters since. The position peaked at $712K in Q2 2026. 3,455 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Howard Financial Services held 861 shares of Caterpillar worth $698K as of Q3 2026.
  • Howard Financial Services bought 192 Caterpillar shares in Q3 2026, an estimated $163K.
  • Caterpillar made up 0.07% of Howard Financial Services's portfolio in Q3 2026, its #114 holding.
  • Howard Financial Services first reported a position in Caterpillar in Q3 2025 and has held it in 5 quarters since.
  • Howard Financial Services's Caterpillar position peaked at $712K in Q2 2026.
  • 3,455 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.