Main Street Financial Solutions’s Caterpillar CAT Stock Holding History

Main Street Financial Solutions’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	$1.81M	Buy	1,695 +91	+6%	+$79.9K	0.12%	159
2026 Q1	$1.14M	Buy	1,604 +666	+71%	+$461K	0.08%	203
2025 Q4	$537K	Sell	938 -3,758	-80%	-$2.09M	0.04%	324
2025 Q3	$2.24M	Buy	4,696 +1,331	+40%	+$568K	0.14%	131
2025 Q2	$1.31M	Sell	3,365 -1,237	-27%	-$412K	0.09%	181
2025 Q1	$1.52M	Sell	4,602 -234	-5%	-$83.4K	0.13%	152
2024 Q4	$1.75M	Sell	4,836 -3,488	-42%	-$1.35M	0.17%	112
2024 Q3	$3.26M	Buy	8,324 +7,472	+877%	+$2.58M	0.3%	71
2024 Q2	$284K	Buy	852 +39	+5%	+$13.5K	0.03%	443
2024 Q1	$298K	Sell	813 -21	-3%	-$6.71K	0.03%	414
2023 Q4	$247K	Sell	834 -10	-1%	-$2.59K	0.03%	403
2023 Q3	$231K	Buy	+844	New	+$229K	0.03%	401
2022 Q1	–	Sell	-1,025	Closed	-$212K	–	447
2021 Q4	$212K	Buy	+1,025	New	+$206K	0.03%	437

Other funds holding CAT

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Main Street Financial Solutions's CAT Position: Q2 2026 in Review

Main Street Financial Solutions increased its Caterpillar (CAT) stake by 5.7% in Q2 2026, buying an estimated $79.9K and bringing the position to 1,695 shares worth $1.81M. The position accounts for 0.12% of the portfolio, ranked #159.

Main Street Financial Solutions first reported a position in CAT in Q4 2021 and has held it in 13 quarters since. The position peaked at $3.26M in Q3 2024. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Main Street Financial Solutions held 1,695 shares of Caterpillar worth $1.81M as of Q2 2026.
Main Street Financial Solutions bought 91 Caterpillar shares in Q2 2026, an estimated $79.9K.
Caterpillar made up 0.12% of Main Street Financial Solutions's portfolio in Q2 2026, its #159 holding.
Main Street Financial Solutions first reported a position in Caterpillar in Q4 2021 and has held it in 13 quarters since.
Main Street Financial Solutions's Caterpillar position peaked at $3.26M in Q3 2024.
4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Main Street Financial Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.