BFS
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Burkett Financial Services’s Caterpillar CAT Stock Holding History

Burkett 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 		$139K Hold
130
– – 0.04% 60
2026
Q1 		$92.3K Buy
130
+25
+24% +$17.3K 0.03% 74
2025
Q4 		$60.2K Buy
105
+30
+40% +$16.7K 0.02% 88
2025
Q3 		$35.8K Buy
75
+34
+83% +$14.5K 0.01% 115
2025
Q2 		$15.8K Hold
41
– – 0.01% 134
2025
Q1 		$13.4K Buy
41
+1
+3% +$356 0.01% 155
2024
Q4 		$14.7K Hold
40
– – 0.01% 130
2024
Q3 		$15.8K Hold
40
– – 0.01% 120
2024
Q2 		$13.4K Hold
40
– – 0.01% 127
2024
Q1 		$14.7K Buy
+40
New +$12.8K 0.01% 128

Other funds holding CAT

SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

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

Burkett Financial Services held its Caterpillar (CAT) position steady in Q2 2026 at 130 shares worth $139K. The position accounts for 0.04% of the portfolio, ranked #60.

Burkett Financial Services first reported a position in CAT in Q1 2024 and has held it in 10 quarters since. 1,064 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Burkett Financial Services held 130 shares of Caterpillar worth $139K as of Q2 2026.
  • Burkett Financial Services left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.04% of Burkett Financial Services's portfolio in Q2 2026, its #60 holding.
  • Burkett Financial Services first reported a position in Caterpillar in Q1 2024 and has held it in 10 quarters since.
  • 1,064 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.