SimplyRich’s Caterpillar CAT Stock Holding History

SimplyRich’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	$2.13M	Hold	1,996	–	–	0.5%	48
2026 Q1	$1.41M	Hold	1,996	–	–	0.36%	67
2025 Q4	$1.14M	Hold	1,996	–	–	0.3%	72
2025 Q3	$952K	Hold	1,996	–	–	0.26%	86
2025 Q2	$774K	Hold	1,996	–	–	0.22%	94
2025 Q1	$658K	Hold	1,996	–	–	0.19%	103
2024 Q4	$724K	Hold	1,996	–	–	0.21%	98
2024 Q3	$780K	Hold	1,996	–	–	0.22%	99
2024 Q2	$664K	Hold	1,996	–	–	0.21%	94
2024 Q1	$732K	Hold	1,996	–	–	0.24%	93
2023 Q4	$590K	Hold	1,996	–	–	0.2%	101
2023 Q3	$544K	Hold	1,996	–	–	0.26%	92
2023 Q2	$491K	Hold	1,996	–	–	0.18%	114
2023 Q1	$456K	Hold	1,996	–	–	0.17%	116
2022 Q4	$478K	Sell	1,996 -64	-3%	-$13.9K	0.19%	115
2022 Q3	$338K	Sell	2,060 -56	-3%	-$10.2K	0.15%	117
2022 Q2	$378K	Sell	2,116 -176	-8%	-$37.1K	0.16%	120
2022 Q1	$510K	Sell	2,292 -3,878	-63%	-$813K	0.18%	111
2021 Q4	$1.28M	Sell	6,170 -47	-0.8%	-$9.46K	0.42%	59
2021 Q3	$1.19M	Sell	6,217 -336	-5%	-$70K	0.43%	59
2021 Q2	$1.43M	Buy	6,553 +60	+0.9%	+$13.9K	0.66%	47
2021 Q1	$1.51M	Buy	6,493 +4,386	+208%	+$908K	0.6%	48
2020 Q4	$384K	Buy	+2,107	New	+$357K	0.17%	108

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

SimplyRich's CAT Position: Q2 2026 in Review

SimplyRich held its Caterpillar (CAT) position steady in Q2 2026 at 1,996 shares worth $2.13M. The position accounts for 0.5% of the portfolio, ranked #48.

SimplyRich first reported a position in CAT in Q4 2020 and has held it in 23 quarters since. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

SimplyRich held 1,996 shares of Caterpillar worth $2.13M as of Q2 2026.
SimplyRich left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.5% of SimplyRich's portfolio in Q2 2026, its #48 holding.
SimplyRich first reported a position in Caterpillar in Q4 2020 and has held it in 23 quarters since.
4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on SimplyRich's 13F filing for Q2 2026, filed 3 Aug 2026.