AFA
CAT icon

AA Financial Advisors’s Caterpillar CAT Stock Holding History

AA Financial Advisors’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 		$3.33M Sell
3,126
-224
-7% -$197K 0.4% 57
2026
Q1 		$2.37M Buy
3,350
+26
+0.8% +$18K 0.33% 64
2025
Q4 		$1.9M Buy
3,324
+46
+1% +$25.6K 0.35% 56
2025
Q3 		$1.56M Buy
3,278
+255
+8% +$109K 0.31% 56
2025
Q2 		$1.17M Sell
3,023
-439
-13% -$146K 0.25% 65
2025
Q1 		$1.14M Sell
3,462
-278
-7% -$99K 0.28% 66
2024
Q4 		$1.36M Buy
3,740
+144
+4% +$55.8K 0.36% 58
2024
Q3 		$1.41M Buy
3,596
+151
+4% +$52.1K 0.41% 56
2024
Q2 		$1.15M Buy
3,445
+112
+3% +$38.8K 0.4% 60
2024
Q1 		$1.22M Buy
+3,333
New +$1.07M 0.49% 55

Other funds holding CAT

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
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

AA Financial Advisors's CAT Position: Q2 2026 in Review

AA Financial Advisors reduced its Caterpillar (CAT) stake by 6.7% in Q2 2026, selling an estimated $197K and leaving 3,126 shares worth $3.33M. The position accounts for 0.4% of the portfolio, ranked #57.

AA Financial Advisors first reported a position in CAT in Q1 2024 and has held it in 10 quarters since. 1,301 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • AA Financial Advisors held 3,126 shares of Caterpillar worth $3.33M as of Q2 2026.
  • AA Financial Advisors sold 224 Caterpillar shares in Q2 2026, an estimated $197K.
  • Caterpillar made up 0.4% of AA Financial Advisors's portfolio in Q2 2026, its #57 holding.
  • AA Financial Advisors first reported a position in Caterpillar in Q1 2024 and has held it in 10 quarters since.
  • 1,301 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.