Root Financial Partners’s Caterpillar CAT Stock Holding History

Root Financial Partners’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	$5.52M	Buy	5,180 +217	+4%	+$191K	0.21%	40
2026 Q1	$3.52M	Buy	4,963 +1,754	+55%	+$1.21M	0.16%	45
2025 Q4	$1.84M	Sell	3,209 -373	-10%	-$207K	0.09%	62
2025 Q3	$1.71M	Buy	3,582 +468	+15%	+$200K	0.11%	60
2025 Q2	$1.21M	Buy	3,114 +1,413	+83%	+$471K	0.12%	65
2025 Q1	$561K	Sell	1,701 -273	-14%	-$97.2K	0.06%	105
2024 Q4	$716K	Buy	1,974 +334	+20%	+$130K	0.09%	85
2024 Q3	$642K	Sell	1,640 -2,542	-61%	-$878K	0.1%	75
2024 Q2	$1.39M	Buy	+4,182	New	+$1.45M	0.33%	31

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

Root Financial Partners's CAT Position: Q2 2026 in Review

Root Financial Partners increased its Caterpillar (CAT) stake by 4.4% in Q2 2026, buying an estimated $191K and bringing the position to 5,180 shares worth $5.52M. The position accounts for 0.21% of the portfolio, ranked #40.

Root Financial Partners first reported a position in CAT in Q2 2024 and has held it in 9 quarters since. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Root Financial Partners held 5,180 shares of Caterpillar worth $5.52M as of Q2 2026.
Root Financial Partners bought 217 Caterpillar shares in Q2 2026, an estimated $191K.
Caterpillar made up 0.21% of Root Financial Partners's portfolio in Q2 2026, its #40 holding.
Root Financial Partners first reported a position in Caterpillar in Q2 2024 and has held it in 9 quarters since.
4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.