Monetary Solutions’s Caterpillar CAT Stock Holding History

Monetary 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	$65.3K	Hold	61	–	–	0.06%	113
2026 Q1	$43.5K	Hold	61	–	–	0.04%	126
2025 Q4	$35.1K	Buy	+61	New	+$33.9K	0.03%	131

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

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Monetary Solutions's CAT Position: Q2 2026 in Review

Monetary Solutions held its Caterpillar (CAT) position steady in Q2 2026 at 61 shares worth $65.3K. The position accounts for 0.06% of the portfolio, ranked #113.

Monetary Solutions first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 3,451 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Monetary Solutions held 61 shares of Caterpillar worth $65.3K as of Q2 2026.
Monetary Solutions left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.06% of Monetary Solutions's portfolio in Q2 2026, its #113 holding.
Monetary Solutions first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
3,451 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Monetary Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.