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Little House Capital’s Caterpillar CAT Stock Holding History

Little House Capital’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 		$7.49M Sell
7,038
-242
-3% -$213K 1.68% 19
2026
Q1 		$5.16M Buy
7,280
+203
+3% +$141K 1.33% 26
2025
Q4 		$4.05M Sell
7,077
-1,796
-20% -$998K 1.02% 29
2025
Q3 		$4.23M Buy
8,873
+2,601
+41% +$1.11M 0.97% 31
2025
Q2 		$2.43M Sell
6,272
-1,459
-19% -$486K 0.61% 47
2025
Q1 		$2.55M Buy
7,731
+432
+6% +$154K 0.7% 41
2024
Q4 		$2.65M Sell
7,299
-7
-0.1% -$2.71K 0.76% 34
2024
Q3 		$2.86M Buy
7,306
+123
+2% +$42.5K 0.82% 36
2024
Q2 		$2.39M Buy
7,183
+1,763
+33% +$611K 0.75% 38
2024
Q1 		$1.99M Sell
5,420
-1,648
-23% -$527K 0.66% 43
2023
Q4 		$2.09M Buy
7,068
+851
+14% +$221K 0.76% 39
2023
Q3 		$1.7M Buy
6,217
+1,537
+33% +$417K 0.7% 39
2023
Q2 		$1.15M Buy
4,680
+19
+0.4% +$4.24K 0.49% 58
2023
Q1 		$1.07M Buy
+4,661
New +$1.13M 0.5% 57
2020
Q2 		– Sell
-8,157
Closed -$947K – 90
2020
Q1 		$947K Sell
8,157
-84
-1% -$10.7K 1.03% 38
2019
Q4 		$1.22M Buy
8,241
+139
+2% +$19.4K 1.05% 40
2019
Q3 		$1.02M Buy
8,102
+73
+0.9% +$9.28K 0.77% 49
2019
Q2 		$1.12M Buy
8,029
+333
+4% +$44K 0.75% 47
2019
Q1 		$1.04M Buy
7,696
+1,551
+25% +$206K 0.78% 49
2018
Q4 		$781K Buy
+6,145
New +$799K 0.75% 54

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

Little House Capital's CAT Position: Q2 2026 in Review

Little House Capital reduced its Caterpillar (CAT) stake by 3.3% in Q2 2026, selling an estimated $213K and leaving 7,038 shares worth $7.49M. The position accounts for 1.68% of the portfolio, ranked #19.

Little House Capital first reported a position in CAT in Q4 2018 and has held it in 20 quarters since. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Little House Capital held 7,038 shares of Caterpillar worth $7.49M as of Q2 2026.
  • Little House Capital sold 242 Caterpillar shares in Q2 2026, an estimated $213K.
  • Caterpillar made up 1.68% of Little House Capital's portfolio in Q2 2026, its #19 holding.
  • Little House Capital first reported a position in Caterpillar in Q4 2018 and has held it in 20 quarters since.
  • 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Little House Capital's 13F filing for Q2 2026, filed 7 Aug 2026.