Farther Finance Advisors’s Caterpillar CAT Stock Holding History

Farther Finance Advisors’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	$40.6M	Buy	38,184 +4,280	+13%	+$3.76M	0.32%	57
2026 Q1	$24.8M	Buy	33,904 +2,220	+7%	+$1.54M	0.23%	86
2025 Q4	$18.2M	Buy	31,684 +12,600	+66%	+$7M	0.19%	96
2025 Q3	$9.11M	Buy	19,084 +6,242	+49%	+$2.66M	0.14%	128
2025 Q2	$4.99M	Buy	12,842 +999	+8%	+$333K	0.1%	189
2025 Q1	$3.91M	Buy	11,843 +3,481	+42%	+$1.24M	0.1%	190
2024 Q4	$3.03M	Buy	8,362 +318	+4%	+$123K	0.11%	155
2024 Q3	$3.15M	Buy	8,044 +1,581	+24%	+$546K	0.12%	146
2024 Q2	$2.13M	Buy	6,463 +503	+8%	+$174K	0.1%	156
2024 Q1	$2.17M	Buy	5,960 +624	+12%	+$199K	0.13%	130
2023 Q4	$1.58M	Buy	5,336 +2,467	+86%	+$640K	0.11%	165
2023 Q3	$783K	Buy	2,869 +2,274	+382%	+$617K	0.12%	144
2023 Q2	$146K	Buy	595 +37	+7%	+$8.25K	0.03%	369
2023 Q1	$128K	Buy	558 +106	+23%	+$25.6K	0.04%	345
2022 Q4	$108K	Buy	+452	New	+$98.4K	0.04%	308

Other funds holding CAT

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Farther Finance Advisors's CAT Position: Q2 2026 in Review

Farther Finance Advisors increased its Caterpillar (CAT) stake by 13% in Q2 2026, buying an estimated $3.76M and bringing the position to 38,184 shares worth $40.6M. The position accounts for 0.32% of the portfolio, ranked #57.

Farther Finance Advisors first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. 1,773 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Farther Finance Advisors held 38,184 shares of Caterpillar worth $40.6M as of Q2 2026.
Farther Finance Advisors bought 4,280 Caterpillar shares in Q2 2026, an estimated $3.76M.
Caterpillar made up 0.32% of Farther Finance Advisors's portfolio in Q2 2026, its #57 holding.
Farther Finance Advisors first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
1,773 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.