Cambridge Financial Group (Arizona)’s Caterpillar CAT Stock Holding History

Cambridge Financial Group (Arizona)’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	$551K	Buy	517 +7	+1%	+$6.15K	0.17%	94
2026 Q1	$362K	Sell	510 -143	-22%	-$99K	0.12%	122
2025 Q4	$237K	Hold	653	–	–	0.08%	155
2025 Q3	$312K	Hold	653	–	–	0.1%	139
2025 Q2	$254K	Hold	653	–	–	0.1%	131
2025 Q1	$216K	Hold	653	–	–	0.09%	134
2024 Q4	$237K	Sell	653 -148	-18%	-$57.4K	0.1%	121
2024 Q3	$313K	Hold	801	–	–	0.13%	102
2024 Q2	$267K	Hold	801	–	–	0.12%	110
2024 Q1	$294K	Hold	801	–	–	0.14%	99
2023 Q4	$237K	Buy	+801	New	+$208K	0.12%	109

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Cambridge Financial Group (Arizona)'s CAT Position: Q2 2026 in Review

Cambridge Financial Group (Arizona) increased its Caterpillar (CAT) stake by 1.4% in Q2 2026, buying an estimated $6.15K and bringing the position to 517 shares worth $551K. The position accounts for 0.17% of the portfolio, ranked #94.

Cambridge Financial Group (Arizona) first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Cambridge Financial Group (Arizona) held 517 shares of Caterpillar worth $551K as of Q2 2026.
Cambridge Financial Group (Arizona) bought 7 Caterpillar shares in Q2 2026, an estimated $6.15K.
Caterpillar made up 0.17% of Cambridge Financial Group (Arizona)'s portfolio in Q2 2026, its #94 holding.
Cambridge Financial Group (Arizona) first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Cambridge Financial Group (Arizona)'s 13F filing for Q2 2026, filed 14 Jul 2026.