LFG
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Larson Financial Group’s Caterpillar CAT Stock Holding History

Larson Financial Group’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 		$2 Buy
200
+100
+100% +$87.8K ﹤0.01% 3760
2026
Q1 		$1.77K Buy
+100
New +$69.3K ﹤0.01% 2995

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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. 4,068 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.
  • 4,068 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.