Financial Enhancement Group’s Caterpillar CAT Stock Holding History

Financial Enhancement 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	$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

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

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 $59.6B AUM 29.42% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return