AFS
CAT icon

Access Financial Services’s Caterpillar CAT Stock Holding History

Access 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 		$393K Hold
369
– – 0.13% 80
2026
Q1 		$261K Buy
+369
New +$256K 0.09% 93
2022
Q2 		– Sell
-1,164
Closed -$259K – 102
2022
Q1 		$259K Buy
+1,164
New +$244K 0.12% 109
2021
Q3 		– Sell
-1,260
Closed -$274K – 112
2021
Q2 		$274K Buy
1,260
+53
+4% +$12.2K 0.13% 108
2021
Q1 		$280K Buy
+1,207
New +$250K 0.13% 92

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

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

Access Financial Services held its Caterpillar (CAT) position steady in Q2 2026 at 369 shares worth $393K. The position accounts for 0.13% of the portfolio, ranked #80.

Access Financial Services first reported a position in CAT in Q1 2021 and has held it in 5 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Access Financial Services held 369 shares of Caterpillar worth $393K as of Q2 2026.
  • Access Financial Services left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.13% of Access Financial Services's portfolio in Q2 2026, its #80 holding.
  • Access Financial Services first reported a position in Caterpillar in Q1 2021 and has held it in 5 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Access Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.