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
Q2 		$585K Sell
549
-49
-8% -$43K 0.04% 135
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Phillips Financial Management's CAT Position: Q2 2026 in Review

Phillips Financial Management reduced its Caterpillar (CAT) stake by 8.2% in Q2 2026, selling an estimated $43K and leaving 549 shares worth $585K. The position accounts for 0.04% of the portfolio, ranked #135.

Phillips Financial Management first reported a position in CAT in Q2 2025 and has held it in 5 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Phillips Financial Management held 549 shares of Caterpillar worth $585K as of Q2 2026.
  • Phillips Financial Management sold 49 Caterpillar shares in Q2 2026, an estimated $43K.
  • Caterpillar made up 0.04% of Phillips Financial Management's portfolio in Q2 2026, its #135 holding.
  • Phillips Financial Management first reported a position in Caterpillar in Q2 2025 and has held it in 5 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.