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 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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Petix & Botte Financial's CAT Position: Q1 2026 in Review

Petix & Botte Financial reduced its Caterpillar (CAT) stake by 48% in Q1 2026, selling an estimated $433K and leaving 687 shares worth $973K. The position accounts for 0.22% of the portfolio, ranked #61.

Petix & Botte Financial first reported a position in CAT in Q3 2021 and has held it in 14 quarters since. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Petix & Botte Financial held 687 shares of Caterpillar worth $973K as of Q1 2026.
Petix & Botte Financial sold 625 Caterpillar shares in Q1 2026, an estimated $433K.
Caterpillar made up 0.22% of Petix & Botte Financial's portfolio in Q1 2026, its #61 holding.
Petix & Botte Financial first reported a position in Caterpillar in Q3 2021 and has held it in 14 quarters since.
3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Petix & Botte Financial's 13F filing for Q1 2026, filed 30 Apr 2026.