Millington Financial Advisors’s Caterpillar CAT Stock Holding History

Millington Financial Advisors’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	$1.13M	Sell	1,286 -9	-0.7%	-$7.91K	0.45%	53
2026 Q1	$1.07M	Buy	1,295 +2	+0.2%	+$1.39K	0.45%	51
2025 Q4	$939K	Buy	1,293 +9	+0.7%	+$5K	0.42%	54
2025 Q3	$648K	Buy	1,284 +10	+0.8%	+$4.27K	0.31%	62
2025 Q2	$545K	Buy	1,274 +16	+1%	+$5.33K	0.28%	63
2025 Q1	$369K	Buy	1,258 +5	+0.4%	+$1.78K	0.23%	68
2024 Q4	$453K	Buy	1,253 +4	+0.3%	+$1.55K	0.26%	59
2024 Q3	$488K	Sell	1,249 -15	-1%	-$5.18K	0.3%	57
2024 Q2	$421K	Buy	1,264 +24	+2%	+$8.32K	0.29%	56
2024 Q1	$454K	Buy	1,240 +5	+0.4%	+$1.6K	0.32%	57
2023 Q4	$365K	Buy	1,235 +6	+0.5%	+$1.56K	0.29%	61
2023 Q3	$336K	Buy	1,229 +5	+0.4%	+$1.36K	0.3%	57
2023 Q2	$301K	Sell	1,224 -94	-7%	-$21K	0.27%	61
2023 Q1	$302K	Buy	1,318 +6	+0.5%	+$1.45K	0.28%	59
2022 Q4	$314K	Buy	+1,312	New	+$286K	0.31%	57

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

Millington Financial Advisors's CAT Position: Q2 2026 in Review

Millington Financial Advisors reduced its Caterpillar (CAT) stake by 0.69% in Q2 2026, selling an estimated $7.91K and leaving 1,286 shares worth $1.13M. The position accounts for 0.45% of the portfolio, ranked #53.

Millington Financial Advisors first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Millington Financial Advisors held 1,286 shares of Caterpillar worth $1.13M as of Q2 2026.
Millington Financial Advisors sold 9 Caterpillar shares in Q2 2026, an estimated $7.91K.
Caterpillar made up 0.45% of Millington Financial Advisors's portfolio in Q2 2026, its #53 holding.
Millington Financial Advisors first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Millington Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.