Affiance Financial’s Caterpillar CAT Stock Holding History

Affiance 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	$616K	Buy	578 +23	+4%	+$20.2K	0.09%	70
2026 Q1	$393K	Buy	555 +47	+9%	+$32.6K	0.06%	83
2025 Q4	$291K	Hold	508	–	–	0.05%	90
2025 Q3	$242K	Buy	+508	New	+$217K	0.04%	98
2023 Q1	–	Sell	-41	Closed	-$9.82K	–	142
2022 Q4	$9.82K	Buy	+41	New	+$8.93K	﹤0.01%	297
2022 Q1	–	Sell	-3,110	Closed	-$643K	–	138
2021 Q4	$643K	Hold	3,110	–	–	0.27%	53
2021 Q3	$597K	Hold	3,110	–	–	0.26%	56
2021 Q2	$677K	Hold	3,110	–	–	0.29%	52
2021 Q1	$721K	Hold	3,110	–	–	0.32%	49
2020 Q4	$566K	Sell	3,110 -60	-2%	-$10.2K	0.3%	54
2020 Q3	$473K	Buy	3,170 +60	+2%	+$8.43K	0.27%	54
2020 Q2	$393K	Hold	3,110	–	–	0.21%	62
2020 Q1	$361K	Hold	3,110	–	–	0.25%	57
2019 Q4	$459K	Hold	3,110	–	–	0.25%	56
2019 Q3	$393K	Hold	3,110	–	–	0.24%	63
2019 Q2	$424K	Hold	3,110	–	–	0.26%	58
2019 Q1	$421K	Hold	3,110	–	–	0.27%	58
2018 Q4	$395K	Hold	3,110	–	–	0.26%	60
2018 Q3	$474K	Hold	3,110	–	–	0.31%	52
2018 Q2	$422K	Hold	3,110	–	–	0.32%	55
2018 Q1	$458K	Sell	3,110 -994	-24%	-$157K	0.4%	45
2017 Q4	$647K	Hold	4,104	–	–	0.48%	36
2017 Q3	$512K	Hold	4,104	–	–	0.41%	41
2017 Q2	$441K	Sell	4,104 -100	-2%	-$10.2K	0.35%	45
2017 Q1	$390K	Sell	4,204 -379	-8%	-$35.9K	0.3%	51
2016 Q4	$425K	Hold	4,583	–	–	0.34%	54
2016 Q3	$407K	Hold	4,583	–	–	0.33%	53
2016 Q2	$347K	Hold	4,583	–	–	0.29%	58
2016 Q1	$351K	Sell	4,583 -175	-4%	-$11.7K	0.34%	59
2015 Q4	$323K	Hold	4,758	–	–	0.33%	60
2015 Q3	$311K	Buy	4,758 +1,373	+41%	+$105K	0.39%	55
2015 Q2	$287K	Hold	3,385	–	–	0.37%	72
2015 Q1	$271K	Hold	3,385	–	–	0.41%	71
2014 Q4	$310K	Buy	+3,385	New	+$329K	0.54%	53

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

Affiance Financial's CAT Position: Q2 2026 in Review

Affiance Financial increased its Caterpillar (CAT) stake by 4.1% in Q2 2026, buying an estimated $20.2K and bringing the position to 578 shares worth $616K. The position accounts for 0.09% of the portfolio, ranked #70.

Affiance Financial first reported a position in CAT in Q4 2014 and has held it in 34 quarters since. The position peaked at $721K in Q1 2021. 1,963 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Affiance Financial held 578 shares of Caterpillar worth $616K as of Q2 2026.
Affiance Financial bought 23 Caterpillar shares in Q2 2026, an estimated $20.2K.
Caterpillar made up 0.09% of Affiance Financial's portfolio in Q2 2026, its #70 holding.
Affiance Financial first reported a position in Caterpillar in Q4 2014 and has held it in 34 quarters since.
Affiance Financial's Caterpillar position peaked at $721K in Q1 2021.
1,963 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Affiance Financial's 13F filing for Q2 2026, filed 9 Jul 2026.