CFG
CAT icon

Carter Financial Group’s Caterpillar CAT Stock Holding History

Carter 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 		$511K Sell
480
-3
-0.6% -$2.63K 0.26% 67
2026
Q1 		$342K Buy
483
+117
+32% +$81K 0.21% 82
2025
Q4 		$210K Buy
+366
New +$203K 0.12% 111
2025
Q3 		– Sell
-637
Closed -$247K – 119
2025
Q2 		$247K Buy
+637
New +$212K 0.16% 92

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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

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

Carter Financial Group reduced its Caterpillar (CAT) stake by 0.62% in Q2 2026, selling an estimated $2.63K and leaving 480 shares worth $511K. The position accounts for 0.26% of the portfolio, ranked #67.

Carter Financial Group first reported a position in CAT in Q2 2025 and has held it in 4 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Carter Financial Group held 480 shares of Caterpillar worth $511K as of Q2 2026.
  • Carter Financial Group sold 3 Caterpillar shares in Q2 2026, an estimated $2.63K.
  • Caterpillar made up 0.26% of Carter Financial Group's portfolio in Q2 2026, its #67 holding.
  • Carter Financial Group first reported a position in Caterpillar in Q2 2025 and has held it in 4 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.