LMFP
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Larry Mathis Financial Planning’s Caterpillar CAT Stock Holding History

Larry Mathis Financial Planning’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 		– Sell
-1,762
Closed -$1.25M – 154
2026
Q1 		$1.25M Sell
1,762
-56
-3% -$38.8K 1.12% 15
2025
Q4 		$1.04M Buy
+1,818
New +$1.01M 0.92% 27

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

Larry Mathis Financial Planning's CAT Position: Q2 2026 in Review

Larry Mathis Financial Planning sold out of Caterpillar (CAT) in Q2 2026, closing a stake of 1,762 shares — an estimated $1.25M sold.

Larry Mathis Financial Planning first reported a position in CAT in Q4 2025 and held it in 2 quarters. The position peaked at $1.25M in Q1 2026. 4,023 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Larry Mathis Financial Planning reported no remaining Caterpillar position as of Q2 2026 after selling out during the quarter.
  • Larry Mathis Financial Planning sold 1,762 Caterpillar shares in Q2 2026, an estimated $1.25M.
  • Larry Mathis Financial Planning first reported a position in Caterpillar in Q4 2025 and held it in 2 quarters.
  • Larry Mathis Financial Planning's Caterpillar position peaked at $1.25M in Q1 2026.
  • 4,023 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.