SFC
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Swisher Financial Concepts’s Caterpillar CAT Stock Holding History

Swisher Financial Concepts’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 		$117K Sell
110
-271
-71% -$238K 0.07% 87
2026
Q1 		$270K Buy
381
+3
+0.8% +$2.08K 0.15% 79
2025
Q4 		$217K Buy
+378
New +$210K 0.12% 92
2025
Q3 		– Sell
-528
Closed -$205K – 89
2025
Q2 		$205K Buy
+528
New +$176K 0.13% 89
2024
Q4 		– Sell
-643
Closed -$251K – 66
2024
Q3 		$251K Sell
643
-50
-7% -$17.3K 0.16% 76
2024
Q2 		$227K Hold
693
– – 0.23% 67
2024
Q1 		$257K Buy
+693
New +$221K 0.22% 69

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

Swisher Financial Concepts's CAT Position: Q2 2026 in Review

Swisher Financial Concepts reduced its Caterpillar (CAT) stake by 71% in Q2 2026, selling an estimated $238K and leaving 110 shares worth $117K. The position accounts for 0.07% of the portfolio, ranked #87.

Swisher Financial Concepts first reported a position in CAT in Q1 2024 and has held it in 7 quarters since. The position peaked at $270K in Q1 2026. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Swisher Financial Concepts held 110 shares of Caterpillar worth $117K as of Q2 2026.
  • Swisher Financial Concepts sold 271 Caterpillar shares in Q2 2026, an estimated $238K.
  • Caterpillar made up 0.07% of Swisher Financial Concepts's portfolio in Q2 2026, its #87 holding.
  • Swisher Financial Concepts first reported a position in Caterpillar in Q1 2024 and has held it in 7 quarters since.
  • Swisher Financial Concepts's Caterpillar position peaked at $270K in Q1 2026.
  • 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Swisher Financial Concepts's 13F filing for Q2 2026, filed 6 Aug 2026.