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Stonebridge Financial Group (Missouri)’s Caterpillar CAT Stock Holding History

Stonebridge Financial Group (Missouri)’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 		$626K Buy
588
+35
+6% +$30.7K 0.42% 60
2026
Q1 		$392K Sell
553
-76
-12% -$52.6K 0.33% 83
2025
Q4 		$360K Buy
+629
New +$350K 0.31% 84

Other funds holding CAT

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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

Stonebridge Financial Group (Missouri)'s CAT Position: Q2 2026 in Review

Stonebridge Financial Group (Missouri) increased its Caterpillar (CAT) stake by 6.3% in Q2 2026, buying an estimated $30.7K and bringing the position to 588 shares worth $626K. The position accounts for 0.42% of the portfolio, ranked #60.

Stonebridge Financial Group (Missouri) first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 4,042 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Stonebridge Financial Group (Missouri) held 588 shares of Caterpillar worth $626K as of Q2 2026.
  • Stonebridge Financial Group (Missouri) bought 35 Caterpillar shares in Q2 2026, an estimated $30.7K.
  • Caterpillar made up 0.42% of Stonebridge Financial Group (Missouri)'s portfolio in Q2 2026, its #60 holding.
  • Stonebridge Financial Group (Missouri) first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 4,042 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Stonebridge Financial Group (Missouri)'s 13F filing for Q2 2026, filed 24 Jul 2026.