Morling Financial Advisors’s Caterpillar CAT Stock Holding History

Morling 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	$208K	Buy	+195	New	+$171K	0.06%	81

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

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

Morling Financial Advisors opened a new position in Caterpillar (CAT) in Q2 2026: 195 shares worth $208K. The stake represents 0.06% of the portfolio and ranks #81 among its holdings.

4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Morling Financial Advisors held 195 shares of Caterpillar worth $208K as of Q2 2026.
Caterpillar was a new Morling Financial Advisors position in Q2 2026.
Caterpillar made up 0.06% of Morling Financial Advisors's portfolio in Q2 2026, its #81 holding.
4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Morling Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.