Core Capital Management & Research, inc.’s Caterpillar CAT Stock Holding History

Core Capital Management & Research, inc.’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	$16.2K	Buy	+20	New	+$17.6K	0.01%	148

Other funds holding CAT

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Core Capital Management & Research, inc.'s CAT Position: Q2 2026 in Review

Core Capital Management & Research, inc. opened a new position in Caterpillar (CAT) in Q2 2026: 20 shares worth $16.2K. The stake represents 0.01% of the portfolio and ranks #148 among its holdings.

4,052 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Core Capital Management & Research, inc. held 20 shares of Caterpillar worth $16.2K as of Q2 2026.
Caterpillar was a new Core Capital Management & Research, inc. position in Q2 2026.
Caterpillar made up 0.01% of Core Capital Management & Research, inc.'s portfolio in Q2 2026, its #148 holding.
4,052 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Core Capital Management & Research, inc.'s 13F filing for Q2 2026, filed 9 Sep 2026.