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Phoenix Financial’s Caterpillar CAT Stock Holding History

Phoenix 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 		$7.91M Sell
7,433
-383
-5% -$336K 0.05% 104
2026
Q1 		$5.54M Buy
7,816
+640
+9% +$443K 0.05% 114
2025
Q4 		$1.97M Sell
7,176
-872
-11% -$485K 0.02% 181
2025
Q3 		$1.98M Buy
8,048
+9
+0.1% +$3.84K 0.02% 183
2025
Q2 		$3.06M Buy
8,039
+2,671
+50% +$890K 0.04% 159
2025
Q1 		$1.78M Buy
5,368
+2,667
+99% +$950K 0.03% 182
2024
Q4 		$980K Buy
2,701
+596
+28% +$231K 0.01% 221
2024
Q3 		$824K Buy
2,105
+1,004
+91% +$347K 0.01% 227
2024
Q2 		$360K Buy
+1,101
New +$382K 0.01% 274
2021
Q2 		– Sell
-7,792
Closed -$1.81M – 320
2021
Q1 		$1.81M Sell
7,792
-268
-3% -$55.5K 0.04% 241
2020
Q4 		$1.46M Sell
8,060
-6,164
-43% -$1.05M 0.04% 201
2020
Q3 		$1.98M Sell
14,224
-3,319
-19% -$466K 0.08% 155
2020
Q2 		$2.08M Buy
17,543
+294
+2% +$34.9K 0.09% 153
2020
Q1 		$1.94M Buy
+17,249
New +$2.2M 0.1% 153

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

Phoenix Financial's CAT Position: Q2 2026 in Review

Phoenix Financial reduced its Caterpillar (CAT) stake by 4.9% in Q2 2026, selling an estimated $336K and leaving 7,433 shares worth $7.91M. The position accounts for 0.05% of the portfolio, ranked #104.

Phoenix Financial first reported a position in CAT in Q1 2020 and has held it in 14 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Phoenix Financial held 7,433 shares of Caterpillar worth $7.91M as of Q2 2026.
  • Phoenix Financial sold 383 Caterpillar shares in Q2 2026, an estimated $336K.
  • Caterpillar made up 0.05% of Phoenix Financial's portfolio in Q2 2026, its #104 holding.
  • Phoenix Financial first reported a position in Caterpillar in Q1 2020 and has held it in 14 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.