Larson Financial Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $16.1M | Buy |
15,074
+273
| +2% | +$240K | 0.42% | 47 |
|
|
2026
Q1 | $10.5M | Buy |
14,801
+1,886
| +15% | +$1.31M | 0.33% | 62 |
|
|
2025
Q4 | $7.4M | Buy |
12,915
+5,476
| +74% | +$3.04M | 0.25% | 79 |
|
|
2025
Q3 | $3.55M | Buy |
7,439
+1,641
| +28% | +$701K | 0.12% | 151 |
|
|
2025
Q2 | $2.25M | Buy |
5,798
+875
| +18% | +$292K | 0.09% | 198 |
|
|
2025
Q1 | $1.62M | Buy |
4,923
+493
| +11% | +$176K | 0.08% | 216 |
|
|
2024
Q4 | $1.61M | Buy |
4,430
+97
| +2% | +$37.6K | 0.08% | 196 |
|
|
2024
Q3 | $1.69M | Buy |
4,333
+888
| +26% | +$307K | 0.1% | 182 |
|
|
2024
Q2 | $1.15M | Buy |
3,445
+1,906
| +124% | +$661K | 0.08% | 187 |
|
|
2024
Q1 | $564K | Buy |
1,539
+198
| +15% | +$63.3K | 0.04% | 224 |
|
|
2023
Q4 | $396K | Buy |
1,341
+62
| +5% | +$16.1K | 0.03% | 247 |
|
|
2023
Q3 | $349K | Sell |
1,279
-995
| -44% | -$270K | 0.03% | 235 |
|
|
2023
Q2 | $559K | Buy |
2,274
+52
| +2% | +$11.6K | 0.06% | 185 |
|
|
2023
Q1 | $509K | Buy |
2,222
+141
| +7% | +$34.1K | 0.06% | 195 |
|
|
2022
Q4 | $499K | Sell |
2,081
-11
| -0.5% | -$2.4K | 0.06% | 190 |
|
|
2022
Q3 | $343K | Buy |
2,092
+1,307
| +166% | +$239K | 0.05% | 206 |
|
|
2022
Q2 | $140K | Buy |
785
+2
| +0.3% | +$421 | 0.02% | 217 |
|
|
2022
Q1 | $175K | Sell |
783
-3
| -0.4% | -$629 | 0.03% | 211 |
|
|
2021
Q4 | $163K | Buy |
786
+462
| +143% | +$93K | 0.03% | 211 |
|
|
2021
Q3 | $62K | Sell |
324
-22
| -6% | -$4.58K | 0.01% | 262 |
|
|
2021
Q2 | $75K | Hold |
346
| – | – | 0.02% | 213 |
|
|
2021
Q1 | $80K | Sell |
346
-173
| -33% | -$35.8K | 0.02% | 193 |
|
|
2020
Q4 | $94K | Sell |
519
-928
| -64% | -$157K | 0.03% | 141 |
|
|
2020
Q3 | $216K | Buy |
1,447
+359
| +33% | +$50.4K | 0.09% | 87 |
|
|
2020
Q2 | $138K | Buy |
1,088
+2
| +0.2% | +$237 | 0.07% | 113 |
|
|
2020
Q1 | $126K | Sell |
1,086
-51
| -4% | -$6.51K | 0.08% | 96 |
|
|
2019
Q4 | $168K | Sell |
1,137
-160
| -12% | -$22.3K | 0.1% | 83 |
|
|
2019
Q3 | $164K | Buy |
1,297
+349
| +37% | +$44.3K | 0.11% | 82 |
|
|
2019
Q2 | $129K | Buy |
948
+2
| +0.2% | +$264 | 0.1% | 72 |
|
|
2019
Q1 | $128K | Buy |
946
+6
| +0.6% | +$797 | 0.1% | 69 |
|
|
2018
Q4 | $120K | Buy |
+940
| New | +$122K | 0.11% | 69 |
|
Other funds holding CAT
Larson Financial Group's CAT Position: Q2 2026 in Review
Larson Financial Group increased its Caterpillar (CAT) stake by 1.8% in Q2 2026, buying an estimated $240K and bringing the position to 15,074 shares worth $16.1M. The position accounts for 0.42% of the portfolio, ranked #47.
Larson Financial Group first reported a position in CAT in Q4 2018 and has held it in 31 quarters since. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Larson Financial Group held 15,074 shares of Caterpillar worth $16.1M as of Q2 2026.
- Larson Financial Group bought 273 Caterpillar shares in Q2 2026, an estimated $240K.
- Caterpillar made up 0.42% of Larson Financial Group's portfolio in Q2 2026, its #47 holding.
- Larson Financial Group first reported a position in Caterpillar in Q4 2018 and has held it in 31 quarters since.
- 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.