CFG
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Capital Financial Group’s Caterpillar CAT Stock Holding History

Capital Financial Group’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 		$1.09M Buy
1,027
+46
+5% +$40.4K 0.57% 49
2026
Q1 		$695K Hold
981
– – 0.38% 60
2025
Q4 		$562K Buy
+981
New +$545K 0.31% 67

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Capital Financial Group's CAT Position: Q2 2026 in Review

Capital Financial Group increased its Caterpillar (CAT) stake by 4.7% in Q2 2026, buying an estimated $40.4K and bringing the position to 1,027 shares worth $1.09M. The position accounts for 0.57% of the portfolio, ranked #49.

Capital Financial Group first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Capital Financial Group held 1,027 shares of Caterpillar worth $1.09M as of Q2 2026.
  • Capital Financial Group bought 46 Caterpillar shares in Q2 2026, an estimated $40.4K.
  • Caterpillar made up 0.57% of Capital Financial Group's portfolio in Q2 2026, its #49 holding.
  • Capital Financial Group first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Capital Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.