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

Stonebridge Financial Group (Pennsylvania)’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 		$1.74M Buy
1,635
+11
+0.7% +$9.66K 0.13% 111
2026
Q1 		$1.15M Sell
1,624
-278
-15% -$193K 0.09% 119
2025
Q4 		$1.09M Buy
1,902
+38
+2% +$21.1K 0.09% 116
2025
Q3 		$889K Buy
1,864
+271
+17% +$116K 0.08% 121
2025
Q2 		$618K Buy
1,593
+31
+2% +$10.3K 0.06% 135
2025
Q1 		$515K Buy
1,562
+29
+2% +$10.3K 0.05% 149
2024
Q4 		$556K Buy
+1,533
New +$595K 0.06% 142

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
VCM
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
VPM
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Stonebridge Financial Group (Pennsylvania) increased its Caterpillar (CAT) stake by 0.68% in Q2 2026, buying an estimated $9.66K and bringing the position to 1,635 shares worth $1.74M. The position accounts for 0.13% of the portfolio, ranked #111.

Stonebridge Financial Group (Pennsylvania) first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 3,550 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) held 1,635 shares of Caterpillar worth $1.74M as of Q2 2026.
  • Stonebridge Financial Group (Pennsylvania) bought 11 Caterpillar shares in Q2 2026, an estimated $9.66K.
  • Caterpillar made up 0.13% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #111 holding.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 3,550 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.