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Stiles Financial Services’s Caterpillar CAT Stock Holding History

Stiles 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
2026
Q2 		$3.39M Sell
3,182
-25
-0.8% -$22K 0.85% 37
2026
Q1 		$2.27M Buy
3,207
+32
+1% +$22.2K 0.69% 50
2025
Q4 		$1.82M Sell
3,175
-204
-6% -$113K 0.56% 55
2025
Q3 		$1.61M Buy
3,379
+162
+5% +$69.2K 0.51% 61
2025
Q2 		$1.25M Buy
3,217
+121
+4% +$40.3K 0.43% 71
2025
Q1 		$1.02M Buy
3,096
+216
+8% +$76.9K 0.39% 78
2024
Q4 		$1.04M Buy
2,880
+144
+5% +$55.8K 0.38% 79
2024
Q3 		$1.07M Buy
2,736
+112
+4% +$38.7K 0.38% 76
2024
Q2 		$875K Buy
2,624
+3
+0.1% +$1.04K 0.34% 78
2024
Q1 		$960K Sell
2,621
-44
-2% -$14.1K 0.38% 75
2023
Q4 		$788K Sell
2,665
-106
-4% -$27.5K 0.36% 76
2023
Q3 		$756K Sell
2,771
-157
-5% -$42.6K 0.39% 75
2023
Q2 		$720K Sell
2,928
-71
-2% -$15.8K 0.36% 81
2023
Q1 		$686K Sell
2,999
-354
-11% -$85.6K 0.37% 81
2022
Q4 		$803K Sell
3,353
-312
-9% -$67.9K 0.46% 65
2022
Q3 		$601K Sell
3,665
-54
-1% -$9.86K 0.37% 73
2022
Q2 		$665K Buy
3,719
+13
+0.4% +$2.74K 0.4% 71
2022
Q1 		$826K Buy
3,706
+102
+3% +$21.4K 0.41% 68
2021
Q4 		$745K Buy
+3,604
New +$726K 0.36% 82

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

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

Stiles Financial Services reduced its Caterpillar (CAT) stake by 0.78% in Q2 2026, selling an estimated $22K and leaving 3,182 shares worth $3.39M. The position accounts for 0.85% of the portfolio, ranked #37.

Stiles Financial Services first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Stiles Financial Services held 3,182 shares of Caterpillar worth $3.39M as of Q2 2026.
  • Stiles Financial Services sold 25 Caterpillar shares in Q2 2026, an estimated $22K.
  • Caterpillar made up 0.85% of Stiles Financial Services's portfolio in Q2 2026, its #37 holding.
  • Stiles Financial Services first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
  • 4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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