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Madden Securities’s Caterpillar CAT Stock Holding History

Madden Securities’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 		$394K Hold
370
– – 0.11% 97
2026
Q1 		$262K Buy
370
+10
+3% +$6.93K 0.08% 103
2025
Q4 		$206K Buy
+360
New +$200K 0.06% 112
2023
Q1 		– Sell
-390
Closed -$93.4K – 131
2022
Q4 		$93.4K Buy
+390
New +$84.9K 0.05% 140
2021
Q1 		– Sell
-1,177
Closed -$214K – 135
2020
Q4 		$214K Buy
+1,177
New +$200K 0.14% 121
2019
Q4 		$625K Buy
+4,250
New +$593K 0.63% 46

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

Madden Securities's CAT Position: Q2 2026 in Review

Madden Securities held its Caterpillar (CAT) position steady in Q2 2026 at 370 shares worth $394K. The position accounts for 0.11% of the portfolio, ranked #97.

Madden Securities first reported a position in CAT in Q4 2019 and has held it in 6 quarters since. The position peaked at $625K in Q4 2019. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Madden Securities held 370 shares of Caterpillar worth $394K as of Q2 2026.
  • Madden Securities left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.11% of Madden Securities's portfolio in Q2 2026, its #97 holding.
  • Madden Securities first reported a position in Caterpillar in Q4 2019 and has held it in 6 quarters since.
  • Madden Securities's Caterpillar position peaked at $625K in Q4 2019.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Madden Securities's 13F filing for Q2 2026, filed 24 Jul 2026.