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Financial Partners Group (Kansas)’s Caterpillar CAT Stock Holding History

Financial Partners Group (Kansas)’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 		$1.73M Buy
1,628
+3
+0.2% +$2.63K 0.18% 70
2026
Q1 		$1.15M Sell
1,625
-25
-2% -$17.3K 0.14% 79
2025
Q4 		$1.08M Buy
1,650
+74
+5% +$41.1K 0.13% 84
2025
Q3 		$752K Buy
1,576
+140
+10% +$59.8K 0.09% 101
2025
Q2 		$558K Sell
1,436
-92
-6% -$30.7K 0.08% 114
2025
Q1 		$504K Buy
1,528
+1
+0.1% +$356 0.08% 109
2024
Q4 		$554K Buy
1,527
+22
+1% +$8.53K 0.08% 97
2024
Q3 		$589K Sell
1,505
-10
-0.7% -$3.45K 0.09% 95
2024
Q2 		$505K Buy
1,515
+53
+4% +$18.4K 0.08% 102
2024
Q1 		$536K Buy
1,462
+11
+0.8% +$3.52K 0.09% 95
2023
Q4 		$429K Buy
1,451
+2
+0.1% +$519 0.08% 103
2023
Q3 		$339K Sell
1,449
-39
-3% -$10.6K 0.07% 113
2023
Q2 		$411K Buy
1,488
+2
+0.1% +$446 0.08% 103
2023
Q1 		$340K Sell
1,486
-75
-5% -$18.1K 0.08% 113
2022
Q4 		$387K Buy
1,561
+173
+12% +$37.7K 0.09% 107
2022
Q3 		$228K Sell
1,388
-54
-4% -$9.86K 0.06% 132
2022
Q2 		$258K Buy
1,442
+1
+0.1% +$211 0.06% 119
2022
Q1 		$321K Sell
1,441
-57
-4% -$12K 0.07% 125
2021
Q4 		$302K Sell
1,498
-38
-2% -$7.65K 0.07% 132
2021
Q3 		$295K Buy
1,536
+140
+10% +$29.2K 0.07% 131
2021
Q2 		$304K Buy
1,396
+499
+56% +$115K 0.08% 120
2021
Q1 		$208K Buy
+897
New +$186K 0.06% 138

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Financial Partners Group (Kansas)'s CAT Position: Q2 2026 in Review

Financial Partners Group (Kansas) increased its Caterpillar (CAT) stake by 0.18% in Q2 2026, buying an estimated $2.63K and bringing the position to 1,628 shares worth $1.73M. The position accounts for 0.18% of the portfolio, ranked #70.

Financial Partners Group (Kansas) first reported a position in CAT in Q1 2021 and has held it in 22 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Financial Partners Group (Kansas) held 1,628 shares of Caterpillar worth $1.73M as of Q2 2026.
  • Financial Partners Group (Kansas) bought 3 Caterpillar shares in Q2 2026, an estimated $2.63K.
  • Caterpillar made up 0.18% of Financial Partners Group (Kansas)'s portfolio in Q2 2026, its #70 holding.
  • Financial Partners Group (Kansas) first reported a position in Caterpillar in Q1 2021 and has held it in 22 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2026, filed 23 Jul 2026.