EFG
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Embree Financial Group’s Caterpillar CAT Stock Holding History

Embree 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 		$1.1M Buy
1,029
+32
+3% +$28.1K 0.11% 117
2026
Q1 		$706K Buy
997
+131
+15% +$90.7K 0.08% 140
2025
Q4 		$496K Buy
866
+69
+9% +$38.4K 0.06% 154
2025
Q3 		$380K Sell
797
-20
-2% -$8.54K 0.05% 160
2025
Q2 		$317K Buy
817
+171
+26% +$57K 0.05% 170
2025
Q1 		$213K Sell
646
-269
-29% -$95.8K 0.04% 195
2024
Q4 		$332K Sell
915
-139
-13% -$53.9K 0.06% 149
2024
Q3 		$412K Buy
+1,054
New +$364K 0.07% 130

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

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

Embree Financial Group increased its Caterpillar (CAT) stake by 3.2% in Q2 2026, buying an estimated $28.1K and bringing the position to 1,029 shares worth $1.1M. The position accounts for 0.11% of the portfolio, ranked #117.

Embree Financial Group first reported a position in CAT in Q3 2024 and has held it in 8 quarters since. 736 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Embree Financial Group held 1,029 shares of Caterpillar worth $1.1M as of Q2 2026.
  • Embree Financial Group bought 32 Caterpillar shares in Q2 2026, an estimated $28.1K.
  • Caterpillar made up 0.11% of Embree Financial Group's portfolio in Q2 2026, its #117 holding.
  • Embree Financial Group first reported a position in Caterpillar in Q3 2024 and has held it in 8 quarters since.
  • 736 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Embree Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.