TFS
CAT icon

truNorth Financial Services’s Caterpillar CAT Stock Holding History

truNorth 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 		$722K Buy
678
+3
+0.4% +$2.63K 0.65% 20
2026
Q1 		$478K Sell
675
-25
-4% -$17.3K 0.49% 24
2025
Q4 		$401K Buy
+700
New +$389K 0.44% 27

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

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

truNorth Financial Services increased its Caterpillar (CAT) stake by 0.44% in Q2 2026, buying an estimated $2.63K and bringing the position to 678 shares worth $722K. The position accounts for 0.65% of the portfolio, ranked #20.

truNorth Financial Services 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.

  • truNorth Financial Services held 678 shares of Caterpillar worth $722K as of Q2 2026.
  • truNorth Financial Services bought 3 Caterpillar shares in Q2 2026, an estimated $2.63K.
  • Caterpillar made up 0.65% of truNorth Financial Services's portfolio in Q2 2026, its #20 holding.
  • truNorth Financial Services 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 truNorth Financial Services's 13F filing for Q2 2026, filed 30 Jul 2026.