Community Financial Services Group’s Caterpillar CAT Stock Holding History

Community Financial Services 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	$1.14M	Buy	1,146 +771	+206%	+$677K	0.17%	69
2026 Q1	$274K	Buy	+375	New	+$260K	0.05%	102
2015 Q3	–	Sell	-575	Closed	-$49K	–	278
2015 Q2	$49K	Sell	575 -165	-22%	-$14.2K	0.02%	132
2015 Q1	$59K	Buy	740 +165	+29%	+$13.7K	0.03%	118
2014 Q4	$53K	Buy	575 +46	+9%	+$4.48K	0.02%	129
2014 Q3	$52K	Hold	529	–	–	0.03%	118
2014 Q2	$57K	Hold	529	–	–	0.03%	110
2014 Q1	$53K	Buy	+529	New	+$49.9K	0.03%	112
2013 Q4	–	Sell	-529	Closed	-$44K	–	88
2013 Q3	$44K	Sell	529 -385	-42%	-$32.6K	0.02%	113
2013 Q2	$75K	Buy	+914	New	+$77.7K	0.04%	90

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

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Community Financial Services Group's CAT Position: Q2 2026 in Review

Community Financial Services Group increased its Caterpillar (CAT) stake by 206% in Q2 2026, buying an estimated $677K and bringing the position to 1,146 shares worth $1.14M. The position accounts for 0.17% of the portfolio, ranked #69.

Community Financial Services Group first reported a position in CAT in Q2 2013 and has held it in 10 quarters since. 837 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Community Financial Services Group held 1,146 shares of Caterpillar worth $1.14M as of Q2 2026.
Community Financial Services Group bought 771 Caterpillar shares in Q2 2026, an estimated $677K.
Caterpillar made up 0.17% of Community Financial Services Group's portfolio in Q2 2026, its #69 holding.
Community Financial Services Group first reported a position in Caterpillar in Q2 2013 and has held it in 10 quarters since.
837 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.