AFC
CAT icon

Ares Financial Consulting’s Caterpillar CAT Stock Holding History

Ares Financial Consulting’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 		$168K Buy
158
+5
+3% +$4.39K 0.12% 96
2026
Q1 		$112K Buy
153
+38
+33% +$26.3K 0.09% 117
2025
Q4 		$65.9K Buy
+115
New +$63.9K 0.06% 135

Other funds holding CAT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Ares Financial Consulting's CAT Position: Q2 2026 in Review

Ares Financial Consulting increased its Caterpillar (CAT) stake by 3.3% in Q2 2026, buying an estimated $4.39K and bringing the position to 158 shares worth $168K. The position accounts for 0.12% of the portfolio, ranked #96.

Ares Financial Consulting first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 2,387 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Ares Financial Consulting held 158 shares of Caterpillar worth $168K as of Q2 2026.
  • Ares Financial Consulting bought 5 Caterpillar shares in Q2 2026, an estimated $4.39K.
  • Caterpillar made up 0.12% of Ares Financial Consulting's portfolio in Q2 2026, its #96 holding.
  • Ares Financial Consulting first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 2,387 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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