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REAP Financial Group’s Caterpillar CAT Stock Holding History

REAP Financial Group’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 		$718K Sell
675
-282
-29% -$248K 0.12% 62
2026
Q1 		$678K Buy
957
+32
+3% +$22.2K 0.13% 58
2025
Q4 		$530K Buy
925
+144
+18% +$80K 0.11% 69
2025
Q3 		$372K Buy
781
+62
+9% +$26.5K 0.08% 85
2025
Q2 		$279K Buy
719
+338
+89% +$113K 0.07% 98
2025
Q1 		$126K Buy
381
+171
+81% +$60.9K 0.03% 136
2024
Q4 		$76.3K Sell
210
-25
-11% -$9.7K 0.02% 180
2024
Q3 		$91.9K Buy
235
+70
+42% +$24.2K 0.02% 167
2024
Q2 		$54.8K Sell
165
-18
-10% -$6.24K 0.01% 187
2024
Q1 		$67.2K Sell
183
-668
-78% -$213K 0.02% 184
2023
Q4 		$252K Buy
+851
New +$221K 0.07% 118

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

REAP Financial Group's CAT Position: Q2 2026 in Review

REAP Financial Group reduced its Caterpillar (CAT) stake by 29% in Q2 2026, selling an estimated $248K and leaving 675 shares worth $718K. The position accounts for 0.12% of the portfolio, ranked #62.

REAP Financial Group first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 4,063 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • REAP Financial Group held 675 shares of Caterpillar worth $718K as of Q2 2026.
  • REAP Financial Group sold 282 Caterpillar shares in Q2 2026, an estimated $248K.
  • Caterpillar made up 0.12% of REAP Financial Group's portfolio in Q2 2026, its #62 holding.
  • REAP Financial Group first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
  • 4,063 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on REAP Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.