CGC Financial Services’s Caterpillar CAT Stock Holding History

CGC 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	$177K	Hold	166	–	–	0.04%	74
2026 Q1	$118K	Hold	166	–	–	0.03%	87
2025 Q4	$95.1K	Hold	166	–	–	0.03%	100
2025 Q3	$79.2K	Hold	166	–	–	0.02%	102
2025 Q2	$64.4K	Buy	166 +40	+32%	+$13.3K	0.02%	110
2025 Q1	$41.6K	Hold	126	–	–	0.02%	121
2024 Q4	$45.7K	Hold	126	–	–	0.02%	115
2024 Q3	$49.3K	Hold	126	–	–	0.02%	108
2024 Q2	$42K	Hold	126	–	–	0.02%	113
2024 Q1	$46.2K	Hold	126	–	–	0.02%	107
2023 Q4	$37.3K	Hold	126	–	–	0.02%	122
2023 Q3	$34.4K	Hold	126	–	–	0.02%	107
2023 Q2	$31K	Buy	+126	New	+$28.1K	0.02%	118

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

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

CGC Financial Services held its Caterpillar (CAT) position steady in Q2 2026 at 166 shares worth $177K. The position accounts for 0.04% of the portfolio, ranked #74.

CGC Financial Services first reported a position in CAT in Q2 2023 and has held it in 13 quarters since. 736 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

CGC Financial Services held 166 shares of Caterpillar worth $177K as of Q2 2026.
CGC Financial Services left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.04% of CGC Financial Services's portfolio in Q2 2026, its #74 holding.
CGC Financial Services first reported a position in Caterpillar in Q2 2023 and has held it in 13 quarters since.
736 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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