Resurgent Financial Advisors’s Caterpillar CAT Stock Holding History

Resurgent Financial Advisors’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	$321K	Buy	+301	New	+$264K	0.09%	222
2024 Q1	–	Sell	-102	Closed	-$30.2K	–	241
2023 Q4	$30.2K	Sell	102 -9	-8%	-$2.33K	0.02%	422
2023 Q3	$30.3K	Sell	111 -12	-10%	-$3.25K	0.02%	412
2023 Q2	$30.3K	Sell	123 -12	-9%	-$2.68K	0.02%	425
2023 Q1	$30.9K	Sell	135 -1,525	-92%	-$369K	0.02%	416
2022 Q4	$398K	Buy	1,660 +12	+0.7%	+$2.61K	0.21%	109
2022 Q3	$270K	Hold	1,648	–	–	0.18%	145
2022 Q2	$295K	Buy	+1,648	New	+$347K	0.19%	134

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

Resurgent Financial Advisors's CAT Position: Q2 2026 in Review

Resurgent Financial Advisors opened a new position in Caterpillar (CAT) in Q2 2026: 301 shares worth $321K. The stake represents 0.09% of the portfolio and ranks #222 among its holdings. This is a return to the name: Resurgent Financial Advisors previously reported a position in CAT as recently as Q4 2023.

Resurgent Financial Advisors first reported a position in CAT in Q2 2022 and has held it in 8 quarters since. The position peaked at $398K in Q4 2022. 4,052 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Resurgent Financial Advisors held 301 shares of Caterpillar worth $321K as of Q2 2026.
Caterpillar was a new Resurgent Financial Advisors position in Q2 2026.
Caterpillar made up 0.09% of Resurgent Financial Advisors's portfolio in Q2 2026, its #222 holding.
Resurgent Financial Advisors first reported a position in Caterpillar in Q2 2022 and has held it in 8 quarters since.
Resurgent Financial Advisors's Caterpillar position peaked at $398K in Q4 2022.
4,052 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.