Stifel Financial’s Caterpillar CAT Stock Holding History

Stifel Financial’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
2015 Q1	–	Sell	-300	Closed	-$24K	–	2313
2014 Q4	$24K	Buy	+300	New	+$29.2K	﹤0.01%	2257

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

Stifel Financial's CAT Position: Q2 2026 in Review

Stifel Financial increased its Caterpillar (CAT) stake by 2.4% in Q2 2026, buying an estimated $12M and bringing the position to 591,099 shares worth $630M. The position accounts for 0.52% of the portfolio, ranked #34.

Stifel Financial first reported a position in CAT in Q1 2014 and has held it in 50 quarters since. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Stifel Financial held 591,099 shares of Caterpillar worth $630M as of Q2 2026.
Stifel Financial bought 13,703 Caterpillar shares in Q2 2026, an estimated $12M.
Caterpillar made up 0.52% of Stifel Financial's portfolio in Q2 2026, its #34 holding.
Stifel Financial first reported a position in Caterpillar in Q1 2014 and has held it in 50 quarters since.
4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.