Financial Enhancement Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.23M | Sell |
5,851
-1,423
| -20% | -$1.25M | 0.74% | 46 |
|
|
2026
Q1 | $5.78M | Sell |
7,274
-597
| -8% | -$413K | 0.72% | 48 |
|
|
2025
Q4 | $5.08M | Buy |
7,871
+146
| +2% | +$81.1K | 0.66% | 47 |
|
|
2025
Q3 | $3.88M | Buy |
7,725
+6,972
| +926% | +$2.98M | 0.52% | 51 |
|
|
2025
Q2 | $306K | Buy |
753
+9
| +1% | +$3K | 0.04% | 116 |
|
|
2025
Q1 | $217K | Sell |
744
-1
| -0.1% | -$356 | 0.03% | 112 |
|
|
2024
Q4 | $270K | Buy |
+745
| New | +$289K | 0.04% | 107 |
|
|
2024
Q3 | – | Sell |
-746
| Closed | -$247K | – | 120 |
|
|
2024
Q2 | $247K | Buy |
746
+21
| +3% | +$7.28K | 0.04% | 108 |
|
|
2024
Q1 | $265K | Buy |
725
+6
| +0.8% | +$1.92K | 0.04% | 108 |
|
|
2023
Q4 | $200K | Buy |
+719
| New | +$187K | 0.04% | 111 |
|
|
2022
Q4 | – | Sell |
-200
| Closed | -$33K | – | 145 |
|
|
2022
Q3 | $33K | Hold |
200
| – | – | 0.01% | 149 |
|
|
2022
Q2 | $36K | Hold |
200
| – | – | 0.01% | 144 |
|
|
2022
Q1 | $45K | Sell |
200
-50
| -20% | -$10.5K | 0.01% | 139 |
|
|
2021
Q4 | $52K | Sell |
250
-5
| -2% | -$1.01K | 0.01% | 135 |
|
|
2021
Q3 | $49K | Sell |
255
-20,417
| -99% | -$4.25M | 0.01% | 134 |
|
|
2021
Q2 | $4.5M | Sell |
20,672
-896
| -4% | -$207K | 0.92% | 30 |
|
|
2021
Q1 | $5M | Buy |
21,568
+21,083
| +4,347% | +$4.36M | 1.02% | 27 |
|
|
2020
Q4 | $88K | Hold |
485
| – | – | 0.02% | 120 |
|
|
2020
Q3 | $72K | Hold |
485
| – | – | 0.02% | 113 |
|
|
2020
Q2 | $61K | Sell |
485
-275
| -36% | -$32.6K | 0.02% | 121 |
|
|
2020
Q1 | $88K | Sell |
760
-500
| -40% | -$63.9K | 0.03% | 111 |
|
|
2019
Q4 | $186K | Hold |
1,260
| – | – | 0.05% | 81 |
|
|
2019
Q3 | $159K | Hold |
1,260
| – | – | 0.04% | 82 |
|
|
2019
Q2 | $172K | Sell |
1,260
-253
| -17% | -$33.4K | 0.05% | 88 |
|
|
2019
Q1 | $205K | Buy |
1,513
+1,013
| +203% | +$135K | 0.06% | 85 |
|
|
2018
Q4 | $76K | Hold |
500
| – | – | 0.02% | 111 |
|
|
2018
Q3 | $76K | Hold |
500
| – | – | 0.02% | 111 |
|
|
2018
Q2 | $68K | Hold |
500
| – | – | 0.02% | 109 |
|
|
2018
Q1 | $74K | Buy |
+500
| New | +$79K | 0.03% | 108 |
|
Other funds holding CAT
Financial Enhancement Group's CAT Position: Q2 2026 in Review
Financial Enhancement Group reduced its Caterpillar (CAT) stake by 20% in Q2 2026, selling an estimated $1.25M and leaving 5,851 shares worth $6.23M. The position accounts for 0.74% of the portfolio, ranked #46.
Financial Enhancement Group first reported a position in CAT in Q1 2018 and has held it in 29 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Financial Enhancement Group held 5,851 shares of Caterpillar worth $6.23M as of Q2 2026.
- Financial Enhancement Group sold 1,423 Caterpillar shares in Q2 2026, an estimated $1.25M.
- Caterpillar made up 0.74% of Financial Enhancement Group's portfolio in Q2 2026, its #46 holding.
- Financial Enhancement Group first reported a position in Caterpillar in Q1 2018 and has held it in 29 quarters since.
- 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Financial Enhancement Group's 13F filing for Q2 2026, filed 7 Jul 2026.