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ROI Financial Advisors’s Caterpillar CAT Stock Holding History

ROI 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 		$2.55M Buy
2,392
+134
+6% +$118K 1.32% 22
2026
Q1 		$1.6M Buy
2,258
+49
+2% +$33.9K 0.96% 26
2025
Q4 		$1.27M Buy
2,209
+233
+12% +$130K 0.73% 32
2025
Q3 		$943K Buy
1,976
+279
+16% +$119K 0.56% 35
2025
Q2 		$659K Buy
1,697
+69
+4% +$23K 0.42% 38
2025
Q1 		$537K Buy
1,628
+759
+87% +$270K 0.39% 40
2024
Q4 		$315K Buy
869
+155
+22% +$60.1K 0.21% 51
2024
Q3 		$279K Buy
+714
New +$247K 0.19% 55

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

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

ROI Financial Advisors increased its Caterpillar (CAT) stake by 5.9% in Q2 2026, buying an estimated $118K and bringing the position to 2,392 shares worth $2.55M. The position accounts for 1.32% of the portfolio, ranked #22.

ROI Financial Advisors first reported a position in CAT in Q3 2024 and has held it in 8 quarters since. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • ROI Financial Advisors held 2,392 shares of Caterpillar worth $2.55M as of Q2 2026.
  • ROI Financial Advisors bought 134 Caterpillar shares in Q2 2026, an estimated $118K.
  • Caterpillar made up 1.32% of ROI Financial Advisors's portfolio in Q2 2026, its #22 holding.
  • ROI Financial Advisors first reported a position in Caterpillar in Q3 2024 and has held it in 8 quarters since.
  • 4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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