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SC&H Financial Advisors’s Caterpillar CAT Stock Holding History

SC&H 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 		$540K Hold
507
– – 0.07% 93
2026
Q1 		$359K Hold
507
– – 0.05% 107
2025
Q4 		$290K Buy
+507
New +$282K 0.04% 129
2025
Q3 		– Sell
-536
Closed -$208K – 148
2025
Q2 		$208K Buy
+536
New +$179K 0.04% 150

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

SC&H Financial Advisors's CAT Position: Q2 2026 in Review

SC&H Financial Advisors held its Caterpillar (CAT) position steady in Q2 2026 at 507 shares worth $540K. The position accounts for 0.07% of the portfolio, ranked #93.

SC&H Financial Advisors first reported a position in CAT in Q2 2025 and has held it in 4 quarters since. 4,042 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • SC&H Financial Advisors held 507 shares of Caterpillar worth $540K as of Q2 2026.
  • SC&H Financial Advisors left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.07% of SC&H Financial Advisors's portfolio in Q2 2026, its #93 holding.
  • SC&H Financial Advisors first reported a position in Caterpillar in Q2 2025 and has held it in 4 quarters since.
  • 4,042 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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