Benedict Financial Advisors’s Caterpillar CAT Stock Holding History

Benedict Financial Advisors’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	$5.14M	Sell	4,826 -103	-2%	-$90.5K	1%	27
2026 Q1	$3.49M	Sell	4,929 -2	-0%	-$1.39K	0.73%	49
2025 Q4	$2.83M	Sell	4,931 -86	-2%	-$47.8K	0.6%	58
2025 Q3	$2.39M	Sell	5,017 -154	-3%	-$65.7K	0.52%	69
2025 Q2	$2.01M	Buy	5,171 +81	+2%	+$27K	0.45%	75
2025 Q1	$1.68M	Sell	5,090 -103	-2%	-$36.7K	0.39%	82
2024 Q4	$1.88M	Sell	5,193 -28	-0.5%	-$10.9K	0.46%	77
2024 Q3	$2.04M	Sell	5,221 -601	-10%	-$208K	0.48%	75
2024 Q2	$1.94M	Sell	5,822 -12	-0.2%	-$4.16K	0.49%	72
2024 Q1	$2.14M	Sell	5,834 -3	-0.1%	-$959	0.54%	70
2023 Q4	$1.73M	Sell	5,837 -196	-3%	-$50.8K	0.47%	76
2023 Q3	$1.65M	Buy	6,033 +20	+0.3%	+$5.43K	0.48%	76
2023 Q2	$1.48M	Buy	6,013 +201	+3%	+$44.8K	0.41%	82
2023 Q1	$1.33M	Buy	5,812 +4,524	+351%	+$1.09M	0.37%	85
2022 Q4	$309K	Buy	1,288 +2	+0.2%	+$435	0.09%	106
2022 Q3	$211K	Sell	1,286 -414	-24%	-$75.6K	0.07%	115
2022 Q2	$304K	Sell	1,700 -84	-5%	-$17.7K	0.09%	109
2022 Q1	$397K	Sell	1,784 -56	-3%	-$11.7K	0.11%	105
2021 Q4	$380K	Buy	1,840 +215	+13%	+$43.3K	0.1%	109
2021 Q3	$312K	Buy	1,625 +414	+34%	+$86.2K	0.09%	112
2021 Q2	$264K	Sell	1,211 -87	-7%	-$20.1K	0.07%	120
2021 Q1	$301K	Buy	1,298 +2	+0.2%	+$414	0.09%	111
2020 Q4	$236K	Buy	+1,296	New	+$220K	0.09%	99
2020 Q1	–	Sell	-1,449	Closed	-$214K	–	98
2019 Q4	$214K	Buy	+1,449	New	+$202K	0.08%	102
2019 Q3	–	Sell	-1,959	Closed	-$267K	–	103
2019 Q2	$267K	Buy	1,959 +18	+0.9%	+$2.38K	0.11%	95
2019 Q1	$263K	Buy	+1,941	New	+$258K	0.11%	95
2018 Q4	–	Sell	-1,561	Closed	-$238K	–	105
2018 Q3	$238K	Sell	1,561 -85	-5%	-$12K	0.11%	101
2018 Q2	$223K	Buy	1,646 +6	+0.4%	+$897	0.11%	98
2018 Q1	$242K	Sell	1,640 -194	-11%	-$30.6K	0.12%	97
2017 Q4	$289K	Buy	1,834 +7	+0.4%	+$971	0.14%	94
2017 Q3	$228K	Sell	1,827 -127	-6%	-$14.6K	0.12%	103
2017 Q2	$208K	Buy	+1,954	New	+$198K	0.11%	103

Other funds holding CAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 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

Benedict Financial Advisors's CAT Position: Q2 2026 in Review

Benedict Financial Advisors reduced its Caterpillar (CAT) stake by 2.1% in Q2 2026, selling an estimated $90.5K and leaving 4,826 shares worth $5.14M. The position accounts for 1% of the portfolio, ranked #27.

Benedict Financial Advisors first reported a position in CAT in Q2 2017 and has held it in 32 quarters since. 736 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Benedict Financial Advisors held 4,826 shares of Caterpillar worth $5.14M as of Q2 2026.
Benedict Financial Advisors sold 103 Caterpillar shares in Q2 2026, an estimated $90.5K.
Caterpillar made up 1% of Benedict Financial Advisors's portfolio in Q2 2026, its #27 holding.
Benedict Financial Advisors first reported a position in Caterpillar in Q2 2017 and has held it in 32 quarters since.
736 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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