Kroeger Financial Partners’s Caterpillar CAT Stock Holding History

Kroeger Financial Partners’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	$483K	Buy	+454	New	+$399K	0.47%	28

Other funds holding CAT

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Kroeger Financial Partners's CAT Position: Q2 2026 in Review

Kroeger Financial Partners opened a new position in Caterpillar (CAT) in Q2 2026: 454 shares worth $483K. The stake represents 0.47% of the portfolio and ranks #28 among its holdings.

1,661 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Kroeger Financial Partners held 454 shares of Caterpillar worth $483K as of Q2 2026.
Caterpillar was a new Kroeger Financial Partners position in Q2 2026.
Caterpillar made up 0.47% of Kroeger Financial Partners's portfolio in Q2 2026, its #28 holding.
1,661 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Kroeger Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.