L.J. Altfest & Co’s Caterpillar CAT Stock Holding History

L.J. Altfest & Co’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	$715K	Hold	671	–	–	0.07%	174
2026 Q1	$476K	Buy	+671	New	+$465K	0.05%	225
2025 Q2	–	Sell	-662	Closed	-$218K	–	342
2025 Q1	$218K	Buy	662 +3	+0.5%	+$1.07K	0.03%	304
2024 Q4	$239K	Buy	659 +2	+0.3%	+$776	0.03%	293
2024 Q3	$257K	Buy	657 +3	+0.5%	+$1.04K	0.03%	292
2024 Q2	$218K	Buy	654 +24	+4%	+$8.32K	0.03%	293
2024 Q1	$231K	Buy	+630	New	+$201K	0.03%	288
2019 Q1	–	Sell	-4,350	Closed	-$553K	–	182
2018 Q4	$553K	Sell	4,350 -65	-1%	-$8.46K	0.15%	87
2018 Q3	$673K	Buy	+4,415	New	+$624K	0.2%	90
2018 Q2	–	Sell	-4,462	Closed	-$658K	–	158
2018 Q1	$658K	Buy	4,462 +144	+3%	+$22.7K	0.28%	82
2017 Q4	$680K	Buy	+4,318	New	+$599K	0.26%	86

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

L.J. Altfest & Co's CAT Position: Q2 2026 in Review

L.J. Altfest & Co held its Caterpillar (CAT) position steady in Q2 2026 at 671 shares worth $715K. The position accounts for 0.07% of the portfolio, ranked #174.

L.J. Altfest & Co first reported a position in CAT in Q4 2017 and has held it in 11 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

L.J. Altfest & Co held 671 shares of Caterpillar worth $715K as of Q2 2026.
L.J. Altfest & Co left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.07% of L.J. Altfest & Co's portfolio in Q2 2026, its #174 holding.
L.J. Altfest & Co first reported a position in Caterpillar in Q4 2017 and has held it in 11 quarters since.
4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.