FSAG
CAT icon

Financial Solutions Advisory Group’s Caterpillar CAT Stock Holding History

Financial Solutions Advisory 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 		$469K Sell
500
-120
-19% -$105K 0.06% 114
2026
Q1 		$439K Buy
+620
New +$429K 0.06% 115

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Financial Solutions Advisory Group's CAT Position: Q2 2026 in Review

Financial Solutions Advisory Group reduced its Caterpillar (CAT) stake by 19% in Q2 2026, selling an estimated $105K and leaving 500 shares worth $469K. The position accounts for 0.06% of the portfolio, ranked #114.

Financial Solutions Advisory Group first reported a position in CAT in Q1 2026 and has held it in 2 quarters since. 1,218 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Financial Solutions Advisory Group held 500 shares of Caterpillar worth $469K as of Q2 2026.
  • Financial Solutions Advisory Group sold 120 Caterpillar shares in Q2 2026, an estimated $105K.
  • Caterpillar made up 0.06% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #114 holding.
  • Financial Solutions Advisory Group first reported a position in Caterpillar in Q1 2026 and has held it in 2 quarters since.
  • 1,218 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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