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CAT icon

INVST’s Caterpillar CAT Stock Holding History

INVST’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 		$982K Buy
922
+383
+71% +$336K 0.1% 167
2026
Q1 		$382K Sell
539
-214
-28% -$148K 0.04% 270
2025
Q4 		$431K Buy
753
+14
+2% +$7.78K 0.05% 244
2025
Q3 		$353K Sell
739
-26
-3% -$11.1K 0.04% 255
2025
Q2 		$297K Sell
765
-309
-29% -$103K 0.04% 262
2025
Q1 		$354K Buy
1,074
+411
+62% +$146K 0.05% 235
2024
Q4 		$240K Buy
663
+12
+2% +$4.65K 0.03% 227
2024
Q3 		$255K Sell
651
-45
-6% -$15.5K 0.03% 217
2024
Q2 		$229K Buy
+696
New +$241K 0.03% 238

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

INVST's CAT Position: Q2 2026 in Review

INVST increased its Caterpillar (CAT) stake by 71% in Q2 2026, buying an estimated $336K and bringing the position to 922 shares worth $982K. The position accounts for 0.1% of the portfolio, ranked #167.

INVST first reported a position in CAT in Q2 2024 and has held it in 9 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • INVST held 922 shares of Caterpillar worth $982K as of Q2 2026.
  • INVST bought 383 Caterpillar shares in Q2 2026, an estimated $336K.
  • Caterpillar made up 0.1% of INVST's portfolio in Q2 2026, its #167 holding.
  • INVST first reported a position in Caterpillar in Q2 2024 and has held it in 9 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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