Convergence Financial’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Other funds holding CAT
Convergence Financial's CAT Position: Q2 2026 in Review
Convergence Financial increased its Caterpillar (CAT) stake by 42% in Q2 2026, buying an estimated $495K and bringing the position to 1,921 shares worth $2.05M. The position accounts for 0.16% of the portfolio, ranked #88.
Convergence Financial first reported a position in CAT in Q3 2023 and has held it in 10 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Convergence Financial held 1,921 shares of Caterpillar worth $2.05M as of Q2 2026.
- Convergence Financial bought 564 Caterpillar shares in Q2 2026, an estimated $495K.
- Caterpillar made up 0.16% of Convergence Financial's portfolio in Q2 2026, its #88 holding.
- Convergence Financial first reported a position in Caterpillar in Q3 2023 and has held it in 10 quarters since.
- 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.