Clayton Financial Group’s Caterpillar CAT Stock Holding History

Clayton 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	$219K	Sell	206 -276	-57%	-$242K	0.12%	61
2026 Q1	$341K	Sell	482 -35	-7%	-$24.2K	0.18%	52
2025 Q4	$296K	Buy	517 +277	+115%	+$154K	0.15%	59
2025 Q3	$115K	Buy	+240	New	+$102K	0.08%	64
2025 Q2	–	Sell	-615	Closed	-$203K	–	40
2025 Q1	$203K	Buy	+615	New	+$219K	0.07%	115
2024 Q4	–	Sell	-525	Closed	-$205K	–	122
2024 Q3	$205K	Buy	+525	New	+$181K	0.08%	120

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

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

Clayton Financial Group reduced its Caterpillar (CAT) stake by 57% in Q2 2026, selling an estimated $242K and leaving 206 shares worth $219K. The position accounts for 0.12% of the portfolio, ranked #61.

Clayton Financial Group first reported a position in CAT in Q3 2024 and has held it in 6 quarters since. The position peaked at $341K in Q1 2026. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Clayton Financial Group held 206 shares of Caterpillar worth $219K as of Q2 2026.
Clayton Financial Group sold 276 Caterpillar shares in Q2 2026, an estimated $242K.
Caterpillar made up 0.12% of Clayton Financial Group's portfolio in Q2 2026, its #61 holding.
Clayton Financial Group first reported a position in Caterpillar in Q3 2024 and has held it in 6 quarters since.
Clayton Financial Group's Caterpillar position peaked at $341K in Q1 2026.
1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.