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SBI Securities’s Caterpillar CAT Stock Holding History

SBI Securities’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 		$4.41M Buy
4,140
+240
+6% +$211K 0.1% 113
2026
Q1 		$2.76M Buy
3,900
+388
+11% +$269K 0.08% 142
2025
Q4 		$2.01M Buy
3,512
+115
+3% +$63.9K 0.05% 189
2025
Q3 		$1.62M Sell
3,397
-389
-10% -$166K 0.04% 217
2025
Q2 		$1.47M Buy
3,786
+246
+7% +$82K 0.04% 217
2025
Q1 		$1.17M Sell
3,540
-55
-2% -$19.6K 0.04% 232
2024
Q4 		$1.3M Buy
+3,595
New +$1.39M 0.04% 217

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

SBI Securities's CAT Position: Q2 2026 in Review

SBI Securities increased its Caterpillar (CAT) stake by 6.2% in Q2 2026, buying an estimated $211K and bringing the position to 4,140 shares worth $4.41M. The position accounts for 0.1% of the portfolio, ranked #113.

SBI Securities first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • SBI Securities held 4,140 shares of Caterpillar worth $4.41M as of Q2 2026.
  • SBI Securities bought 240 Caterpillar shares in Q2 2026, an estimated $211K.
  • Caterpillar made up 0.1% of SBI Securities's portfolio in Q2 2026, its #113 holding.
  • SBI Securities first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.