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Laraway Financial Advisors’s Caterpillar CAT Stock Holding History

Laraway Financial 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 		$972K Hold
913
– – 0.59% 45
2026
Q1 		$647K Hold
913
– – 0.45% 55
2025
Q4 		$523K Hold
913
– – 0.34% 70
2025
Q3 		$436K Buy
913
+100
+12% +$42.7K 0.3% 75
2025
Q2 		$316K Hold
813
– – 0.24% 96
2025
Q1 		$268K Hold
813
– – 0.21% 101
2024
Q4 		$295K Buy
+813
New +$315K 0.23% 97

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

Laraway Financial Advisors's CAT Position: Q2 2026 in Review

Laraway Financial Advisors held its Caterpillar (CAT) position steady in Q2 2026 at 913 shares worth $972K. The position accounts for 0.59% of the portfolio, ranked #45.

Laraway Financial Advisors first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Laraway Financial Advisors held 913 shares of Caterpillar worth $972K as of Q2 2026.
  • Laraway Financial Advisors left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.59% of Laraway Financial Advisors's portfolio in Q2 2026, its #45 holding.
  • Laraway Financial Advisors first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Laraway Financial Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.