Monetta Financial Services’s Caterpillar CAT Stock Holding History

Monetta Financial Services’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	$1.49M	Hold	1,400	–	–	1%	32
2026 Q1	$992K	Buy	+1,400	New	+$970K	0.77%	53
2025 Q1	–	Sell	-2,500	Closed	-$907K	–	56
2024 Q4	$907K	Hold	2,500	–	–	0.73%	39
2024 Q3	$978K	Hold	2,500	–	–	0.83%	30
2024 Q2	$833K	Buy	+2,500	New	+$867K	0.72%	42
2019 Q2	–	Sell	-10,000	Closed	-$1.35M	–	40
2019 Q1	$1.35M	Hold	10,000	–	–	0.98%	24
2018 Q4	$1.27M	Buy	+10,000	New	+$1.3M	0.99%	25
2014 Q4	–	Sell	-13,000	Closed	-$1.29M	–	59
2014 Q3	$1.29M	Hold	13,000	–	–	0.68%	43
2014 Q2	$1.41M	Hold	13,000	–	–	0.74%	51
2014 Q1	$1.29M	Buy	+13,000	New	+$1.23M	0.7%	50
2013 Q3	–	Sell	-18,500	Closed	-$1.53M	–	64
2013 Q2	$1.53M	Buy	+18,500	New	+$1.57M	1.36%	34

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

Monetta Financial Services's CAT Position: Q2 2026 in Review

Monetta Financial Services held its Caterpillar (CAT) position steady in Q2 2026 at 1,400 shares worth $1.49M. The position accounts for 1% of the portfolio, ranked #32.

Monetta Financial Services first reported a position in CAT in Q2 2013 and has held it in 11 quarters since. The position peaked at $1.53M in Q2 2013. 4,058 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Monetta Financial Services held 1,400 shares of Caterpillar worth $1.49M as of Q2 2026.
Monetta Financial Services left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 1% of Monetta Financial Services's portfolio in Q2 2026, its #32 holding.
Monetta Financial Services first reported a position in Caterpillar in Q2 2013 and has held it in 11 quarters since.
Monetta Financial Services's Caterpillar position peaked at $1.53M in Q2 2013.
4,058 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Monetta Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.