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Stone House Investment Management’s Caterpillar CAT Stock Holding History

Stone House Investment Management’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 		$41.5K Buy
39
+2
+5% +$1.76K 0.01% 245
2026
Q1 		$26.2K Hold
37
– – ﹤0.01% 252
2025
Q4 		$21.2K Buy
37
+1
+3% +$556 ﹤0.01% 248
2025
Q3 		$17.2K Buy
36
+2
+6% +$854 ﹤0.01% 235
2025
Q2 		$13.2K Buy
34
+14
+70% +$4.67K ﹤0.01% 243
2025
Q1 		$6.6K Buy
+20
New +$7.12K ﹤0.01% 288
2024
Q4 		– Sell
-20
Closed -$7.82K – 93
2024
Q3 		$7.82K Sell
20
-11
-35% -$3.8K ﹤0.01% 241
2024
Q2 		$10.3K Buy
31
+21
+210% +$7.28K ﹤0.01% 222
2024
Q1 		$3.66K Buy
+10
New +$3.2K ﹤0.01% 305

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Stone House Investment Management's CAT Position: Q2 2026 in Review

Stone House Investment Management increased its Caterpillar (CAT) stake by 5.4% in Q2 2026, buying an estimated $1.76K and bringing the position to 39 shares worth $41.5K. The position accounts for 0.01% of the portfolio, ranked #245.

Stone House Investment Management first reported a position in CAT in Q1 2024 and has held it in 9 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Stone House Investment Management held 39 shares of Caterpillar worth $41.5K as of Q2 2026.
  • Stone House Investment Management bought 2 Caterpillar shares in Q2 2026, an estimated $1.76K.
  • Caterpillar made up 0.01% of Stone House Investment Management's portfolio in Q2 2026, its #245 holding.
  • Stone House Investment Management first reported a position in Caterpillar in Q1 2024 and has held it in 9 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.