CFG
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Cooper Financial Group’s Caterpillar CAT Stock Holding History

Cooper Financial 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 		$5M Buy
4,694
+346
+8% +$304K 0.41% 48
2026
Q1 		$3.08M Sell
4,348
-228
-5% -$158K 0.31% 58
2025
Q4 		$2.62M Buy
4,576
+4
+0.1% +$2.22K 0.28% 62
2025
Q3 		$2.18M Buy
4,572
+224
+5% +$95.6K 0.24% 70
2025
Q2 		$1.69M Sell
4,348
-1,221
-22% -$407K 0.2% 89
2025
Q1 		$1.84M Sell
5,569
-47
-0.8% -$16.7K 0.24% 91
2024
Q4 		$2.04M Buy
5,616
+126
+2% +$48.9K 0.25% 74
2024
Q3 		$2.15M Buy
5,490
+315
+6% +$109K 0.28% 66
2024
Q2 		$1.72M Buy
5,175
+453
+10% +$157K 0.25% 73
2024
Q1 		$1.73M Buy
4,722
+409
+9% +$131K 0.28% 70
2023
Q4 		$1.28M Buy
4,313
+420
+11% +$109K 0.23% 87
2023
Q3 		$1.06M Buy
3,893
+856
+28% +$232K 0.26% 96
2023
Q2 		$747K Sell
3,037
-513
-14% -$114K 0.19% 128
2023
Q1 		$812K Buy
3,550
+171
+5% +$41.3K 0.22% 117
2022
Q4 		$810K Sell
3,379
-138
-4% -$30K 0.25% 99
2022
Q3 		$577K Sell
3,517
-20
-0.6% -$3.65K 0.21% 118
2022
Q2 		$632K Buy
3,537
+1,451
+70% +$306K 0.23% 109
2022
Q1 		$465K Sell
2,086
-3
-0.1% -$629 0.18% 119
2021
Q4 		$432K Sell
2,089
-184
-8% -$37K 0.16% 136
2021
Q3 		$436K Buy
2,273
+20
+0.9% +$4.17K 0.09% 142
2021
Q2 		$490K Buy
2,253
+7
+0.3% +$1.62K 0.1% 124
2021
Q1 		$521K Buy
2,246
+40
+2% +$8.28K 0.12% 120
2020
Q4 		$401K Buy
2,206
+228
+12% +$38.7K 0.08% 177
2020
Q3 		$295K Buy
+1,978
New +$278K 0.09% 152

Other funds holding CAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Cooper Financial Group's CAT Position: Q2 2026 in Review

Cooper Financial Group increased its Caterpillar (CAT) stake by 8% in Q2 2026, buying an estimated $304K and bringing the position to 4,694 shares worth $5M. The position accounts for 0.41% of the portfolio, ranked #48.

Cooper Financial Group first reported a position in CAT in Q3 2020 and has held it in 24 quarters since. 722 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Cooper Financial Group held 4,694 shares of Caterpillar worth $5M as of Q2 2026.
  • Cooper Financial Group bought 346 Caterpillar shares in Q2 2026, an estimated $304K.
  • Caterpillar made up 0.41% of Cooper Financial Group's portfolio in Q2 2026, its #48 holding.
  • Cooper Financial Group first reported a position in Caterpillar in Q3 2020 and has held it in 24 quarters since.
  • 722 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.