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SignatureFD’s Caterpillar CAT Stock Holding History

SignatureFD’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
2021
Q3 		– Sell
-3,000
Closed -$29K – 3052
2021
Q2 		$29K Buy
+3,000
New +$693K ﹤0.01% 1551
2020
Q1 		– Sell
-2,000
Closed -$1K – 2298
2019
Q4 		$1K Buy
+2,000
New +$279K ﹤0.01% 1999

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

SignatureFD's CAT Position: Q2 2026 in Review

SignatureFD increased its Caterpillar (CAT) stake by 2.7% in Q2 2026, buying an estimated $318K and bringing the position to 13,891 shares worth $14.8M. The position accounts for 0.2% of the portfolio, ranked #47.

SignatureFD first reported a position in CAT in Q2 2013 and has held it in 53 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • SignatureFD held 13,891 shares of Caterpillar worth $14.8M as of Q2 2026.
  • SignatureFD bought 362 Caterpillar shares in Q2 2026, an estimated $318K.
  • Caterpillar made up 0.2% of SignatureFD's portfolio in Q2 2026, its #47 holding.
  • SignatureFD first reported a position in Caterpillar in Q2 2013 and has held it in 53 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.