PIS
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POM Investment Strategies’s Caterpillar CAT Stock Holding History

POM Investment Strategies’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 		$429K Hold
403
– – 0.49% 24
2026
Q1 		$286K Buy
+403
New +$279K 0.35% 36
2025
Q4 		– Hold
0
– – – 330
2025
Q2 		– Sell
-5
Closed -$1.65K – 155
2025
Q1 		$1.65K Hold
5
– – ﹤0.01% 167
2024
Q4 		$1.81K Hold
5
– – ﹤0.01% 284
2024
Q3 		$1.96K Sell
5
-108
-96% -$37.3K ﹤0.01% 229
2024
Q2 		$37.6K Buy
113
+108
+2,160% +$37.4K 0.03% 86
2024
Q1 		$1.83K Hold
5
– – ﹤0.01% 201
2023
Q4 		$1.48K Buy
+5
New +$1.3K ﹤0.01% 199

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

POM Investment Strategies's CAT Position: Q2 2026 in Review

POM Investment Strategies held its Caterpillar (CAT) position steady in Q2 2026 at 403 shares worth $429K. The position accounts for 0.49% of the portfolio, ranked #24.

POM Investment Strategies first reported a position in CAT in Q4 2023 and has held it in 8 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • POM Investment Strategies held 403 shares of Caterpillar worth $429K as of Q2 2026.
  • POM Investment Strategies left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.49% of POM Investment Strategies's portfolio in Q2 2026, its #24 holding.
  • POM Investment Strategies first reported a position in Caterpillar in Q4 2023 and has held it in 8 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on POM Investment Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.