6F
CAT icon

626 Financial’s Caterpillar CAT Stock Holding History

626 Financial’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 		$1.92M Hold
1,807
– – 0.75% 25
2026
Q1 		$1.28M Sell
1,807
-207
-10% -$143K 0.57% 33
2025
Q4 		$1.15M Sell
2,014
-11
-0.5% -$6.11K 0.5% 35
2025
Q3 		$966K Sell
2,025
-8
-0.4% -$3.42K 0.42% 42
2025
Q2 		$789K Hold
2,033
– – 0.37% 46
2025
Q1 		$670K Buy
2,033
+1
+0% +$356 0.35% 49
2024
Q4 		$737K Sell
2,032
-45
-2% -$17.5K 0.4% 48
2024
Q3 		$812K Hold
2,077
– – 0.45% 43
2024
Q2 		$692K Sell
2,077
-100
-5% -$34.7K 0.4% 49
2024
Q1 		$798K Hold
2,177
– – 0.48% 41
2023
Q4 		$644K Sell
2,177
-51
-2% -$13.2K 0.43% 48
2023
Q3 		$608K Sell
2,228
-56
-2% -$15.2K 0.41% 51
2023
Q2 		$562K Buy
2,284
+1
+0% +$223 0.36% 52
2023
Q1 		$522K Sell
2,283
-496
-18% -$120K 0.35% 56
2022
Q4 		$666K Buy
2,779
+1
+0% +$218 0.46% 49
2022
Q3 		$456K Sell
2,778
-77
-3% -$14.1K 0.37% 52
2022
Q2 		$511K Sell
2,855
-269
-9% -$56.7K 0.39% 48
2022
Q1 		$696K Buy
3,124
+46
+1% +$9.65K 0.45% 46
2021
Q4 		$636K Buy
+3,078
New +$620K 0.39% 46
2021
Q1 		$696K Buy
+3,124
New +$647K 0.45% 46

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

626 Financial's CAT Position: Q2 2026 in Review

626 Financial held its Caterpillar (CAT) position steady in Q2 2026 at 1,807 shares worth $1.92M. The position accounts for 0.75% of the portfolio, ranked #25.

626 Financial first reported a position in CAT in Q1 2021 and has held it in 20 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • 626 Financial held 1,807 shares of Caterpillar worth $1.92M as of Q2 2026.
  • 626 Financial left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.75% of 626 Financial's portfolio in Q2 2026, its #25 holding.
  • 626 Financial first reported a position in Caterpillar in Q1 2021 and has held it in 20 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on 626 Financial's 13F filing for Q2 2026, filed 27 Jul 2026.