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Severin Investments’s Caterpillar CAT Stock Holding History

Severin Investments’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 		$779K Sell
732
-584
-44% -$513K 0.59% 49
2026
Q1 		$932K Sell
1,316
-582
-31% -$403K 0.8% 32
2025
Q4 		$1.09M Buy
1,898
+770
+68% +$428K 0.96% 21
2025
Q3 		$538K Buy
1,128
+230
+26% +$98.2K 0.48% 71
2025
Q2 		$349K Sell
898
-1,167
-57% -$389K 0.33% 132
2025
Q1 		$681K Buy
2,065
+23
+1% +$8.19K 0.68% 39
2024
Q4 		$741K Buy
+2,042
New +$792K 0.74% 28

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

Severin Investments's CAT Position: Q2 2026 in Review

Severin Investments reduced its Caterpillar (CAT) stake by 44% in Q2 2026, selling an estimated $513K and leaving 732 shares worth $779K. The position accounts for 0.59% of the portfolio, ranked #49.

Severin Investments first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.09M in Q4 2025. 4,023 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Severin Investments held 732 shares of Caterpillar worth $779K as of Q2 2026.
  • Severin Investments sold 584 Caterpillar shares in Q2 2026, an estimated $513K.
  • Caterpillar made up 0.59% of Severin Investments's portfolio in Q2 2026, its #49 holding.
  • Severin Investments first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • Severin Investments's Caterpillar position peaked at $1.09M in Q4 2025.
  • 4,023 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Severin Investments's 13F filing for Q2 2026, filed 14 Aug 2026.