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

SS&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	$4.76M	Buy	+4,475	New	+$3.93M	1.22%	21
2025 Q4	$2.59M	Buy	4,525 +1,000	+28%	+$556K	0.76%	36
2025 Q3	$1.68M	Hold	3,525	–	–	0.51%	49
2025 Q2	$1.37M	Hold	3,525	–	–	0.46%	51
2025 Q1	$1.16M	Hold	3,525	–	–	0.43%	54
2024 Q4	$1.28M	Hold	3,525	–	–	0.47%	53
2024 Q3	$1.38M	Hold	3,525	–	–	0.5%	51
2024 Q2	$1.17M	Hold	3,525	–	–	0.46%	54
2024 Q1	$1.29M	Hold	3,525	–	–	0.54%	50
2023 Q4	$1.04M	Hold	3,525	–	–	0.44%	57
2023 Q3	$962K	Buy	+3,525	New	+$956K	0.45%	54
2023 Q1	$830K	Hold	3,625	–	–	0.38%	65
2022 Q4	$868K	Hold	3,625	–	–	0.41%	65
2022 Q3	$595K	Hold	3,625	–	–	0.31%	74
2022 Q2	$648K	Sell	3,625 -15	-0.4%	-$3.16K	0.3%	73
2022 Q1	$811K	Buy	+3,640	New	+$763K	0.32%	75

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

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

SS&H Financial Advisors opened a new position in Caterpillar (CAT) in Q2 2026: 4,475 shares worth $4.76M. The stake represents 1.22% of the portfolio and ranks #21 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in CAT as recently as Q4 2025.

SS&H Financial Advisors first reported a position in CAT in Q1 2022 and has held it in 16 quarters since. 4,061 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

SS&H Financial Advisors held 4,475 shares of Caterpillar worth $4.76M as of Q2 2026.
Caterpillar was a new SS&H Financial Advisors position in Q2 2026.
Caterpillar made up 1.22% of SS&H Financial Advisors's portfolio in Q2 2026, its #21 holding.
SS&H Financial Advisors first reported a position in Caterpillar in Q1 2022 and has held it in 16 quarters since.
4,061 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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