Proffitt & Goodson’s Caterpillar CAT Stock Holding History

Proffitt & Goodson’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Hold	–	–	–	107
2026 Q1	–	Hold	–	–	–	110
2025 Q4	–	Hold	–	–	–	113

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Proffitt & Goodson's CAT Position: Q2 2026 in Review

Proffitt & Goodson held its Caterpillar (CAT) position steady in Q2 2026 at 400 shares worth $426K. The position accounts for 0.06% of the portfolio, ranked #106.

Proffitt & Goodson first reported a position in CAT in Q3 2018 and has held it in 15 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Proffitt & Goodson held 400 shares of Caterpillar worth $426K as of Q2 2026.
Proffitt & Goodson left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.06% of Proffitt & Goodson's portfolio in Q2 2026, its #106 holding.
Proffitt & Goodson first reported a position in Caterpillar in Q3 2018 and has held it in 15 quarters since.
4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Proffitt & Goodson's 13F filing for Q2 2026, filed 22 Jul 2026.