Meridian Financial Partners’s Caterpillar CAT Stock Holding History

Meridian Financial Partners’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	$912K	Sell	997 -232	-19%	-$204K	0.31%	58
2026 Q1	$891K	Buy	1,229 +14	+1%	+$9.7K	0.34%	61
2025 Q4	$784K	Buy	1,215 +11	+0.9%	+$6.11K	0.31%	61
2025 Q3	$605K	Buy	1,204 +10	+0.8%	+$4.27K	0.25%	64
2025 Q2	$464K	Hold	1,194	–	–	0.22%	71
2025 Q1	$394K	Buy	1,194 +200	+20%	+$71.2K	0.2%	75
2024 Q4	$361K	Hold	994	–	–	0.19%	74
2024 Q3	$389K	Sell	994 -14	-1%	-$4.83K	0.2%	76
2024 Q2	$359K	Buy	+1,008	New	+$350K	0.21%	62
2023 Q3	–	Sell	-1,106	Closed	-$289K	–	53
2023 Q2	$289K	Buy	+1,106	New	+$247K	0.17%	67
2022 Q3	–	Sell	-3,990	Closed	-$739K	–	48
2022 Q2	$739K	Buy	+3,990	New	+$841K	0.5%	48
2022 Q1	–	Sell	-3,367	Closed	-$746K	–	48
2021 Q4	$746K	Buy	3,367 +1,807	+116%	+$364K	0.5%	43
2021 Q3	$295K	Buy	+1,560	New	+$325K	0.2%	69

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

Meridian Financial Partners's CAT Position: Q2 2026 in Review

Meridian Financial Partners reduced its Caterpillar (CAT) stake by 19% in Q2 2026, selling an estimated $204K and leaving 997 shares worth $912K. The position accounts for 0.31% of the portfolio, ranked #58.

Meridian Financial Partners first reported a position in CAT in Q3 2021 and has held it in 13 quarters since. 4,042 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Meridian Financial Partners held 997 shares of Caterpillar worth $912K as of Q2 2026.
Meridian Financial Partners sold 232 Caterpillar shares in Q2 2026, an estimated $204K.
Caterpillar made up 0.31% of Meridian Financial Partners's portfolio in Q2 2026, its #58 holding.
Meridian Financial Partners first reported a position in Caterpillar in Q3 2021 and has held it in 13 quarters since.
4,042 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Meridian Financial Partners's 13F filing for Q2 2026, filed 24 Jul 2026.