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Archford Capital Strategies’s Caterpillar CAT Stock Holding History

Archford Capital Strategies’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 		$1.14M Buy
1,069
+68
+7% +$59.7K 0.12% 155
2026
Q1 		$709K Sell
1,001
-190
-16% -$132K 0.08% 198
2025
Q4 		$682K Buy
1,191
+9
+0.8% +$5K 0.08% 203
2025
Q3 		$564K Buy
1,182
+12
+1% +$5.12K 0.07% 215
2025
Q2 		$454K Buy
1,170
+33
+3% +$11K 0.06% 231
2025
Q1 		$375K Sell
1,137
-32
-3% -$11.4K 0.05% 226
2024
Q4 		$424K Buy
1,169
+8
+0.7% +$3.1K 0.06% 193
2024
Q3 		$457K Sell
1,161
-2
-0.2% -$691 0.07% 181
2024
Q2 		$387K Hold
1,163
– – 0.06% 193
2024
Q1 		$426K Hold
1,163
– – 0.07% 189
2023
Q4 		$344K Sell
1,163
-462
-28% -$120K 0.06% 204
2023
Q3 		$444K Sell
1,625
-158
-9% -$42.9K 0.09% 205
2023
Q2 		$462K Sell
1,783
-47
-3% -$10.5K 0.09% 214
2023
Q1 		$391K Sell
1,830
-20
-1% -$4.83K 0.08% 219
2022
Q4 		$443K Buy
1,850
+1
+0.1% +$218 0.1% 210
2022
Q3 		$303K Hold
1,849
– – 0.08% 225
2022
Q2 		$331K Buy
1,849
+32
+2% +$6.74K 0.08% 216
2022
Q1 		$393K Sell
1,817
-443
-20% -$92.9K 0.09% 209
2021
Q4 		$467K Sell
2,260
-66
-3% -$13.3K 0.11% 196
2021
Q3 		$447K Sell
2,326
-18
-0.8% -$3.75K 0.11% 205
2021
Q2 		$510K Sell
2,344
-626
-21% -$145K 0.13% 176
2021
Q1 		$691K Sell
2,970
-7,944
-73% -$1.64M 0.18% 137
2020
Q4 		$2.12M Buy
10,914
+72
+0.7% +$12.2K 0.49% 53
2020
Q3 		$1.62M Sell
10,842
-2,525
-19% -$355K 0.43% 67
2020
Q2 		$1.69M Sell
13,367
-93
-0.7% -$11K 0.5% 56
2020
Q1 		$1.56M Buy
13,460
+2,685
+25% +$343K 0.61% 47
2019
Q4 		$1.59M Buy
10,775
+671
+7% +$93.6K 0.55% 50
2019
Q3 		$1.28M Sell
10,104
-21
-0.2% -$2.67K 0.48% 60
2019
Q2 		$1.38M Buy
10,125
+92
+0.9% +$12.2K 0.5% 54
2019
Q1 		$1.36M Buy
10,033
+770
+8% +$102K 0.5% 54
2018
Q4 		$1.18M Buy
9,263
+8,102
+698% +$1.05M 0.47% 60
2018
Q3 		$177K Sell
1,161
-66
-5% -$9.34K 0.06% 211
2018
Q2 		$166K Buy
1,227
+182
+17% +$27.2K 0.06% 213
2018
Q1 		$165K Buy
+1,045
New +$165K 0.07% 120
2017
Q2 		– Sell
-1,692
Closed -$157K – 263
2017
Q1 		$157K Sell
1,692
-520
-24% -$49.2K 0.06% 206
2016
Q4 		$205K Buy
2,212
+520
+31% +$47.1K 0.09% 168
2016
Q3 		$150K Hold
1,692
– – 0.06% 195
2016
Q2 		$128K Buy
+1,692
New +$127K 0.07% 182
2016
Q1 		– Sell
-1,145
Closed -$78K – 242
2015
Q4 		$78K Sell
1,145
-837
-42% -$58.5K 0.04% 221
2015
Q3 		$130K Sell
1,982
-8,916
-82% -$682K 0.1% 135
2015
Q2 		$924K Buy
10,898
+559
+5% +$48.1K 0.66% 42
2015
Q1 		$827K Buy
10,339
+2,344
+29% +$195K 0.57% 54
2014
Q4 		$732K Sell
7,995
-38
-0.5% -$3.7K 0.54% 62
2014
Q3 		$796K Sell
8,033
-91
-1% -$9.65K 0.63% 45
2014
Q2 		$883K Buy
8,124
+227
+3% +$23.8K 0.68% 41
2014
Q1 		$785K Buy
+7,897
New +$745K 0.65% 50

Other funds holding CAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Archford Capital Strategies's CAT Position: Q2 2026 in Review

Archford Capital Strategies increased its Caterpillar (CAT) stake by 6.8% in Q2 2026, buying an estimated $59.7K and bringing the position to 1,069 shares worth $1.14M. The position accounts for 0.12% of the portfolio, ranked #155.

Archford Capital Strategies first reported a position in CAT in Q1 2014 and has held it in 46 quarters since. The position peaked at $2.12M in Q4 2020. 736 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Archford Capital Strategies held 1,069 shares of Caterpillar worth $1.14M as of Q2 2026.
  • Archford Capital Strategies bought 68 Caterpillar shares in Q2 2026, an estimated $59.7K.
  • Caterpillar made up 0.12% of Archford Capital Strategies's portfolio in Q2 2026, its #155 holding.
  • Archford Capital Strategies first reported a position in Caterpillar in Q1 2014 and has held it in 46 quarters since.
  • Archford Capital Strategies's Caterpillar position peaked at $2.12M in Q4 2020.
  • 736 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.