SFS
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Sowell Financial Services’s Caterpillar CAT Stock Holding History

Sowell Financial Services’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
2019
Q1 		$149K Buy
+1,100
New +$146K 0.02% 545

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

Sowell Financial Services's CAT Position: Q2 2026 in Review

Sowell Financial Services reduced its Caterpillar (CAT) stake by 6.6% in Q2 2026, selling an estimated $1.09M and leaving 17,536 shares worth $18.7M. The position accounts for 0.61% of the portfolio, ranked #25.

Sowell Financial Services first reported a position in CAT in Q4 2016 and has held it in 34 quarters since. 4,039 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Sowell Financial Services held 17,536 shares of Caterpillar worth $18.7M as of Q2 2026.
  • Sowell Financial Services sold 1,244 Caterpillar shares in Q2 2026, an estimated $1.09M.
  • Caterpillar made up 0.61% of Sowell Financial Services's portfolio in Q2 2026, its #25 holding.
  • Sowell Financial Services first reported a position in Caterpillar in Q4 2016 and has held it in 34 quarters since.
  • 4,039 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.