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Nalls Sherbakoff Group’s Caterpillar CAT Stock Holding History

Nalls Sherbakoff Group’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 		$103K Hold
96
– – 0.07% 134
2026
Q1 		$68.2K Hold
96
– – 0.05% 165
2025
Q4 		$55.1K Hold
96
– – 0.04% 189
2025
Q3 		$45.9K Hold
96
– – 0.03% 213
2025
Q2 		$37.3K Sell
96
-61
-39% -$20.3K 0.03% 227
2025
Q1 		$51.8K Buy
+157
New +$55.9K 0.04% 182
2023
Q4 		$74.2K Sell
251
-350
-58% -$90.8K 0.07% 136
2023
Q3 		$164K Buy
601
+100
+20% +$27.1K 0.16% 89
2023
Q2 		$103K Buy
501
+250
+100% +$55.7K 0.1% 110
2023
Q1 		$56.4K Buy
+251
New +$60.7K 0.06% 154

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Nalls Sherbakoff Group's CAT Position: Q2 2026 in Review

Nalls Sherbakoff Group held its Caterpillar (CAT) position steady in Q2 2026 at 96 shares worth $103K. The position accounts for 0.07% of the portfolio, ranked #134.

Nalls Sherbakoff Group first reported a position in CAT in Q1 2023 and has held it in 10 quarters since. The position peaked at $164K in Q3 2023. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Nalls Sherbakoff Group held 96 shares of Caterpillar worth $103K as of Q2 2026.
  • Nalls Sherbakoff Group left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.07% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #134 holding.
  • Nalls Sherbakoff Group first reported a position in Caterpillar in Q1 2023 and has held it in 10 quarters since.
  • Nalls Sherbakoff Group's Caterpillar position peaked at $164K in Q3 2023.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.