TFS
CAT icon

Targeted Financial Services’s Caterpillar CAT Stock Holding History

Targeted 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 		$847K Buy
795
+165
+26% +$145K 0.62% 28
2026
Q1 		$446K Buy
630
+100
+19% +$69.3K 0.37% 32
2025
Q4 		$304K Buy
+530
New +$295K 0.26% 44

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

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

Targeted Financial Services increased its Caterpillar (CAT) stake by 26% in Q2 2026, buying an estimated $145K and bringing the position to 795 shares worth $847K. The position accounts for 0.62% of the portfolio, ranked #28.

Targeted Financial Services first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 4,023 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Targeted Financial Services held 795 shares of Caterpillar worth $847K as of Q2 2026.
  • Targeted Financial Services bought 165 Caterpillar shares in Q2 2026, an estimated $145K.
  • Caterpillar made up 0.62% of Targeted Financial Services's portfolio in Q2 2026, its #28 holding.
  • Targeted Financial Services first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 4,023 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Targeted Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.