Objective Capital Management’s Caterpillar CAT Stock Holding History

Objective Capital Management’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	$575K	Sell	540 -112	-17%	-$98.4K	0.51%	47
2026 Q1	$462K	Buy	652 +70	+12%	+$48.5K	0.47%	54
2025 Q4	$333K	Hold	582	–	–	0.34%	63
2025 Q3	$278K	Sell	582 -9	-2%	-$3.84K	0.29%	71
2025 Q2	$229K	Buy	+591	New	+$197K	0.26%	76
2025 Q1	–	Sell	-1,501	Closed	-$545K	–	87
2024 Q4	$545K	Sell	1,501 -331	-18%	-$128K	0.36%	58
2024 Q3	$717K	Buy	+1,832	New	+$633K	0.42%	55
2024 Q1	$599K	Buy	1,634 +175	+12%	+$55.9K	0.4%	58
2023 Q4	$431K	Buy	1,459 +252	+21%	+$65.4K	0.33%	67
2023 Q3	$330K	Hold	1,207	–	–	0.29%	71
2023 Q2	$297K	Buy	1,207 +9	+0.8%	+$2.01K	0.26%	74
2023 Q1	$274K	Sell	1,198 -4	-0.3%	-$967	0.25%	77
2022 Q4	$288K	Buy	+1,202	New	+$262K	0.29%	72
2022 Q2	–	Sell	-1,043	Closed	-$232K	–	95
2022 Q1	$232K	Sell	1,043 -13	-1%	-$2.73K	0.18%	99
2021 Q4	$218K	Buy	+1,056	New	+$213K	0.15%	110

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

Objective Capital Management's CAT Position: Q2 2026 in Review

Objective Capital Management reduced its Caterpillar (CAT) stake by 17% in Q2 2026, selling an estimated $98.4K and leaving 540 shares worth $575K. The position accounts for 0.51% of the portfolio, ranked #47.

Objective Capital Management first reported a position in CAT in Q4 2021 and has held it in 15 quarters since. The position peaked at $717K in Q3 2024. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Objective Capital Management held 540 shares of Caterpillar worth $575K as of Q2 2026.
Objective Capital Management sold 112 Caterpillar shares in Q2 2026, an estimated $98.4K.
Caterpillar made up 0.51% of Objective Capital Management's portfolio in Q2 2026, its #47 holding.
Objective Capital Management first reported a position in Caterpillar in Q4 2021 and has held it in 15 quarters since.
Objective Capital Management's Caterpillar position peaked at $717K in Q3 2024.
4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Objective Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.