Longbow Finance’s Caterpillar CAT Stock Holding History

Longbow Finance’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	$6.94M	Sell	6,518 -2,957	-31%	-$2.6M	0.89%	44
2026 Q1	$6.71M	Sell	9,475 -4,678	-33%	-$3.24M	1.22%	35
2025 Q4	$8.11M	Sell	14,153 -14,040	-50%	-$7.8M	1.37%	21
2025 Q3	$13.5M	Sell	28,193 -4,494	-14%	-$1.92M	1.33%	19
2025 Q2	$12.7M	Buy	+32,687	New	+$10.9M	1.35%	19
2024 Q1	–	Sell	-16,500	Closed	-$4.88M	–	87
2023 Q4	$4.88M	Buy	16,500 +764	+5%	+$198K	0.5%	56
2023 Q3	$4.3M	Sell	15,736 -15,859	-50%	-$4.3M	0.52%	55
2023 Q2	$7.77M	Sell	31,595 -20	-0.1%	-$4.46K	0.91%	44
2023 Q1	$7.23M	Buy	31,615 +320	+1%	+$77.4K	0.91%	45
2022 Q4	$7.5M	Buy	+31,295	New	+$6.81M	1.01%	44

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Longbow Finance's CAT Position: Q2 2026 in Review

Longbow Finance reduced its Caterpillar (CAT) stake by 31% in Q2 2026, selling an estimated $2.6M and leaving 6,518 shares worth $6.94M. The position accounts for 0.89% of the portfolio, ranked #44.

Longbow Finance first reported a position in CAT in Q4 2022 and has held it in 10 quarters since. The position peaked at $13.5M in Q3 2025. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Longbow Finance held 6,518 shares of Caterpillar worth $6.94M as of Q2 2026.
Longbow Finance sold 2,957 Caterpillar shares in Q2 2026, an estimated $2.6M.
Caterpillar made up 0.89% of Longbow Finance's portfolio in Q2 2026, its #44 holding.
Longbow Finance first reported a position in Caterpillar in Q4 2022 and has held it in 10 quarters since.
Longbow Finance's Caterpillar position peaked at $13.5M in Q3 2025.
4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Longbow Finance's 13F filing for Q2 2026, filed 29 Jul 2026.