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Rollins Financial Advisors’s Caterpillar CAT Stock Holding History

Rollins 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 		$6.75M Buy
6,342
+490
+8% +$430K 0.89% 25
2026
Q1 		$4.15M Buy
5,852
+507
+9% +$351K 0.66% 32
2025
Q4 		$3.06M Buy
5,345
+19
+0.4% +$10.6K 0.45% 36
2025
Q3 		$2.54M Buy
5,326
+107
+2% +$45.7K 0.38% 38
2025
Q2 		$2.03M Sell
5,219
-2,221
-30% -$740K 0.32% 41
2025
Q1 		$2.45M Buy
7,440
+242
+3% +$86.2K 0.43% 36
2024
Q4 		$2.61M Buy
7,198
+301
+4% +$117K 0.41% 37
2024
Q3 		$2.7M Sell
6,897
-138
-2% -$47.7K 0.45% 36
2024
Q2 		$2.34M Buy
7,035
+84
+1% +$29.1K 0.4% 34
2024
Q1 		$2.55M Buy
6,951
+556
+9% +$178K 0.48% 31
2023
Q4 		$1.89M Buy
+6,395
New +$1.66M 0.39% 32

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

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

Rollins Financial Advisors increased its Caterpillar (CAT) stake by 8.4% in Q2 2026, buying an estimated $430K and bringing the position to 6,342 shares worth $6.75M. The position accounts for 0.89% of the portfolio, ranked #25.

Rollins Financial Advisors first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Rollins Financial Advisors held 6,342 shares of Caterpillar worth $6.75M as of Q2 2026.
  • Rollins Financial Advisors bought 490 Caterpillar shares in Q2 2026, an estimated $430K.
  • Caterpillar made up 0.89% of Rollins Financial Advisors's portfolio in Q2 2026, its #25 holding.
  • Rollins Financial Advisors first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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