Petix & Botte Financial’s Caterpillar CAT Stock Holding History

Petix & Botte Financial’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	$1.47M	Buy	1,376 +689	+100%	+$605K	0.29%	53
2026 Q1	$973K	Sell	687 -625	-48%	-$433K	0.22%	61
2025 Q4	$752K	Hold	1,312	–	–	0.17%	71
2025 Q3	$626K	Hold	1,312	–	–	0.14%	77
2025 Q2	$509K	Hold	1,312	–	–	0.13%	82
2025 Q1	$433K	Hold	1,312	–	–	0.11%	91
2024 Q4	$476K	Hold	1,312	–	–	0.13%	90
2024 Q3	$513K	Hold	1,312	–	–	0.14%	69
2024 Q2	$437K	Buy	1,312 +656	+100%	+$227K	0.12%	79
2024 Q1	$240K	Sell	656 -656	-50%	-$210K	0.06%	124
2023 Q4	$388K	Hold	1,312	–	–	0.11%	86
2023 Q3	$358K	Hold	1,312	–	–	0.11%	86
2023 Q2	$323K	Buy	+1,312	New	+$293K	0.1%	95
2022 Q2	–	Sell	-1,312	Closed	-$292K	–	76
2022 Q1	$292K	Buy	+1,312	New	+$275K	0.09%	88
2021 Q4	–	Sell	-1,312	Closed	-$252K	–	87
2021 Q3	$252K	Buy	+1,312	New	+$273K	0.09%	97

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Petix & Botte Financial's CAT Position: Q2 2026 in Review

Petix & Botte Financial increased its Caterpillar (CAT) stake by 100% in Q2 2026, buying an estimated $605K and bringing the position to 1,376 shares worth $1.47M. The position accounts for 0.29% of the portfolio, ranked #53.

Petix & Botte Financial first reported a position in CAT in Q3 2021 and has held it in 15 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Petix & Botte Financial held 1,376 shares of Caterpillar worth $1.47M as of Q2 2026.
Petix & Botte Financial bought 689 Caterpillar shares in Q2 2026, an estimated $605K.
Caterpillar made up 0.29% of Petix & Botte Financial's portfolio in Q2 2026, its #53 holding.
Petix & Botte Financial first reported a position in Caterpillar in Q3 2021 and has held it in 15 quarters since.
4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Petix & Botte Financial's 13F filing for Q2 2026, filed 4 Aug 2026.