Abound Financial’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$240K Buy
225
+200
+800% +$176K 0.1% 60
2026
Q1
$17.7K Hold
25
0.01% 184
2025
Q4
$14.3K Buy
+25
New +$13.9K 0.01% 193
2025
Q2
Sell
-25
Closed -$8.24K 93
2025
Q1
$8.24K Buy
+25
New +$8.9K ﹤0.01% 213

Other funds holding CAT

Abound Financial's CAT Position: Q2 2026 in Review

Abound Financial increased its Caterpillar (CAT) stake by 800% in Q2 2026, buying an estimated $176K and bringing the position to 225 shares worth $240K. The position accounts for 0.1% of the portfolio, ranked #60.

Abound Financial first reported a position in CAT in Q1 2025 and has held it in 4 quarters since. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Abound Financial held 225 shares of Caterpillar worth $240K as of Q2 2026.
  • Abound Financial bought 200 Caterpillar shares in Q2 2026, an estimated $176K.
  • Caterpillar made up 0.1% of Abound Financial's portfolio in Q2 2026, its #60 holding.
  • Abound Financial first reported a position in Caterpillar in Q1 2025 and has held it in 4 quarters since.
  • 4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Abound Financial's 13F filing for Q2 2026, filed 14 Aug 2026.