BFS
CAT icon

Bare Financial Services’s Caterpillar CAT Stock Holding History

Bare 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 		$71.3K Buy
67
+26
+63% +$22.8K 0.02% 85
2026
Q1 		$29K Buy
41
+9
+28% +$6.23K 0.01% 107
2025
Q4 		$18.3K Hold
32
– – 0.01% 134
2025
Q3 		$15.3K Buy
32
+7
+28% +$2.99K ﹤0.01% 151
2025
Q2 		$9.71K Buy
25
+22
+733% +$7.33K ﹤0.01% 189
2025
Q1 		$989 Buy
+3
New +$1.07K ﹤0.01% 543

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Bare Financial Services increased its Caterpillar (CAT) stake by 63% in Q2 2026, buying an estimated $22.8K and bringing the position to 67 shares worth $71.3K. The position accounts for 0.02% of the portfolio, ranked #85.

Bare Financial Services first reported a position in CAT in Q1 2025 and has held it in 6 quarters since. 1,885 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Bare Financial Services held 67 shares of Caterpillar worth $71.3K as of Q2 2026.
  • Bare Financial Services bought 26 Caterpillar shares in Q2 2026, an estimated $22.8K.
  • Caterpillar made up 0.02% of Bare Financial Services's portfolio in Q2 2026, its #85 holding.
  • Bare Financial Services first reported a position in Caterpillar in Q1 2025 and has held it in 6 quarters since.
  • 1,885 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.