PFM
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Phillips Financial Management’s Caterpillar CAT Stock Holding History

Phillips Financial 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
Q1 		$424K Sell
598
-133
-18% -$92.1K 0.03% 148
2025
Q4 		$419K Sell
731
-93
-11% -$51.7K 0.03% 150
2025
Q3 		$393K Buy
824
+268
+48% +$114K 0.03% 157
2025
Q2 		$216K Buy
+556
New +$185K 0.02% 178

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Phillips Financial Management's CAT Position: Q1 2026 in Review

Phillips Financial Management reduced its Caterpillar (CAT) stake by 18% in Q1 2026, selling an estimated $92.1K and leaving 598 shares worth $424K. The position accounts for 0.03% of the portfolio, ranked #148.

Phillips Financial Management first reported a position in CAT in Q2 2025 and has held it in 4 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Phillips Financial Management held 598 shares of Caterpillar worth $424K as of Q1 2026.
  • Phillips Financial Management sold 133 Caterpillar shares in Q1 2026, an estimated $92.1K.
  • Caterpillar made up 0.03% of Phillips Financial Management's portfolio in Q1 2026, its #148 holding.
  • Phillips Financial Management first reported a position in Caterpillar in Q2 2025 and has held it in 4 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.