Convergence Financial’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Other funds holding CAT
VCM
VPM
Convergence Financial's CAT Position: Q1 2026 in Review
Convergence Financial increased its Caterpillar (CAT) stake by 8.1% in Q1 2026, buying an estimated $70.6K and bringing the position to 1,357 shares worth $990K. The position accounts for 0.1% of the portfolio, ranked #104.
Convergence Financial first reported a position in CAT in Q3 2023 and has held it in 9 quarters since. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Convergence Financial held 1,357 shares of Caterpillar worth $990K as of Q1 2026.
- Convergence Financial bought 102 Caterpillar shares in Q1 2026, an estimated $70.6K.
- Caterpillar made up 0.1% of Convergence Financial's portfolio in Q1 2026, its #104 holding.
- Convergence Financial first reported a position in Caterpillar in Q3 2023 and has held it in 9 quarters since.
- 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Convergence Financial's 13F filing for Q1 2026, filed 11 May 2026.