PCS
CAT icon

Personal CFO Solutions’s Caterpillar CAT Stock Holding History

Personal CFO 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 		$1.05M Sell
984
-41
-4% -$36K 0.15% 123
2026
Q1 		$726K Buy
1,025
+169
+20% +$117K 0.1% 176
2025
Q4 		$491K Hold
856
– – 0.08% 240
2025
Q3 		$409K Buy
856
+4
+0.5% +$1.71K 0.07% 263
2025
Q2 		$331K Buy
852
+8
+0.9% +$2.67K 0.06% 302
2025
Q1 		$278K Buy
844
+199
+31% +$70.9K 0.06% 334
2024
Q4 		$234K Sell
645
-770
-54% -$299K 0.05% 398
2024
Q3 		$553K Buy
1,415
+59
+4% +$20.4K 0.08% 242
2024
Q2 		$452K Buy
1,356
+12
+0.9% +$4.16K 0.07% 269
2024
Q1 		$493K Sell
1,344
-75
-5% -$24K 0.08% 255
2023
Q4 		$420K Buy
1,419
+164
+13% +$42.5K 0.07% 279
2023
Q3 		$343K Sell
1,255
-184
-13% -$49.9K 0.07% 293
2023
Q2 		$354K Buy
1,439
+16
+1% +$3.57K 0.07% 292
2023
Q1 		$326K Sell
1,423
-153
-10% -$37K 0.07% 287
2022
Q4 		$378K Buy
+1,576
New +$343K 0.08% 242

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Personal CFO Solutions's CAT Position: Q2 2026 in Review

Personal CFO Solutions reduced its Caterpillar (CAT) stake by 4% in Q2 2026, selling an estimated $36K and leaving 984 shares worth $1.05M. The position accounts for 0.15% of the portfolio, ranked #123.

Personal CFO Solutions first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Personal CFO Solutions held 984 shares of Caterpillar worth $1.05M as of Q2 2026.
  • Personal CFO Solutions sold 41 Caterpillar shares in Q2 2026, an estimated $36K.
  • Caterpillar made up 0.15% of Personal CFO Solutions's portfolio in Q2 2026, its #123 holding.
  • Personal CFO Solutions first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.