CFCI
CAT icon

Comprehensive Financial Consultants Institutional’s Caterpillar CAT Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$1.17M Sell
1,096
-100
-8% -$87.8K 0.31% 101
2026
Q1 		$847K Buy
1,196
+1
+0.1% +$693 0.25% 106
2025
Q4 		$685K Sell
1,195
-202
-14% -$112K 0.21% 115
2025
Q3 		$667K Sell
1,397
-99
-7% -$42.3K 0.21% 117
2025
Q2 		$581K Buy
1,496
+13
+0.9% +$4.33K 0.19% 123
2025
Q1 		$489K Sell
1,483
-27
-2% -$9.62K 0.17% 127
2024
Q4 		$548K Hold
1,510
– – 0.2% 114
2024
Q3 		$591K Hold
1,510
– – 0.22% 113
2024
Q2 		$503K Sell
1,510
-136
-8% -$47.2K 0.2% 118
2024
Q1 		$603K Buy
1,646
+135
+9% +$43.1K 0.25% 109
2023
Q4 		$447K Sell
1,511
-7
-0.5% -$1.82K 0.21% 112
2023
Q3 		$414K Buy
1,518
+15
+1% +$4.07K 0.22% 113
2023
Q2 		$387K Buy
1,503
+3
+0.2% +$669 0.2% 117
2023
Q1 		$343K Buy
1,500
+4
+0.3% +$967 0.19% 123
2022
Q4 		$382K Hold
1,496
– – 0.23% 113
2022
Q3 		$270K Hold
1,496
– – 0.18% 129
2022
Q2 		$261K Buy
1,496
+1
+0.1% +$211 0.19% 132
2022
Q1 		$321K Hold
1,495
– – 0.22% 119
2021
Q4 		$279K Buy
+1,495
New +$301K 0.18% 126

Other funds holding CAT

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
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
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

Comprehensive Financial Consultants Institutional's CAT Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional reduced its Caterpillar (CAT) stake by 8.4% in Q2 2026, selling an estimated $87.8K and leaving 1,096 shares worth $1.17M. The position accounts for 0.31% of the portfolio, ranked #101.

Comprehensive Financial Consultants Institutional first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. 1,225 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 1,096 shares of Caterpillar worth $1.17M as of Q2 2026.
  • Comprehensive Financial Consultants Institutional sold 100 Caterpillar shares in Q2 2026, an estimated $87.8K.
  • Caterpillar made up 0.31% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #101 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
  • 1,225 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.