CGH
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CMG Global Holdings’s Caterpillar CAT Stock Holding History

CMG Global Holdings’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 		$2.92M Buy
2,742
+6
+0.2% +$5.27K 1.24% 24
2026
Q1 		$1.94M Sell
2,736
-19
-0.7% -$13.2K 0.92% 32
2025
Q4 		$1.91M Sell
2,755
-19
-0.7% -$10.6K 0.85% 34
2025
Q3 		$1.48M Sell
2,774
-42
-1% -$17.9K 0.72% 39
2025
Q2 		$1.22M Sell
2,816
-95
-3% -$31.7K 0.64% 44
2025
Q1 		$893K Sell
2,911
-52
-2% -$18.5K 0.58% 42
2024
Q4 		$1.18M Sell
2,963
-5
-0.2% -$1.94K 0.65% 42
2024
Q3 		$1.16M Hold
2,968
– – 0.66% 42
2024
Q2 		$989K Hold
2,968
– – 0.65% 42
2024
Q1 		$1.09M Hold
2,968
– – 0.75% 41
2023
Q4 		$959K Sell
2,968
-24
-0.8% -$6.23K 0.7% 42
2023
Q3 		$817K Hold
2,992
– – 0.7% 41
2023
Q2 		$736K Hold
2,992
– – 0.6% 43
2023
Q1 		$685K Hold
2,992
– – 0.62% 42
2022
Q4 		$717K Hold
2,992
– – 0.68% 42
2022
Q3 		$491K Buy
2,992
+20
+0.7% +$3.65K 0.53% 47
2022
Q2 		$531K Sell
2,972
-195
-6% -$41.1K 0.55% 47
2022
Q1 		$706K Hold
3,167
– – 0.58% 43
2021
Q4 		$655K Sell
3,167
-30
-0.9% -$6.04K 0.42% 50
2021
Q3 		$614K Sell
3,197
-39
-1% -$8.12K 0.46% 46
2021
Q2 		$704K Buy
3,236
+40
+1% +$9.24K 0.53% 43
2021
Q1 		$741K Buy
+3,196
New +$662K 0.64% 39

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

CMG Global Holdings's CAT Position: Q2 2026 in Review

CMG Global Holdings increased its Caterpillar (CAT) stake by 0.22% in Q2 2026, buying an estimated $5.27K and bringing the position to 2,742 shares worth $2.92M. The position accounts for 1.24% of the portfolio, ranked #24.

CMG Global Holdings first reported a position in CAT in Q1 2021 and has held it in 22 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • CMG Global Holdings held 2,742 shares of Caterpillar worth $2.92M as of Q2 2026.
  • CMG Global Holdings bought 6 Caterpillar shares in Q2 2026, an estimated $5.27K.
  • Caterpillar made up 1.24% of CMG Global Holdings's portfolio in Q2 2026, its #24 holding.
  • CMG Global Holdings first reported a position in Caterpillar in Q1 2021 and has held it in 22 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on CMG Global Holdings's 13F filing for Q2 2026, filed 28 Jul 2026.