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Floyd Financial Group’s Caterpillar CAT Stock Holding History

Floyd Financial 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
Q3 		$401K Hold
520
– – 0.25% 53
2026
Q2 		$485K Sell
520
-13
-2% -$11.4K 0.32% 55
2026
Q1 		$410K Buy
533
+13
+3% +$9K 0.27% 55
2025
Q4 		$395K Hold
520
– – 0.27% 59
2025
Q3 		$262K Hold
520
– – 0.19% 53
2025
Q2 		$207K Buy
+520
New +$173K 0.19% 51

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Floyd Financial Group's CAT Position: Q3 2026 in Review

Floyd Financial Group held its Caterpillar (CAT) position steady in Q3 2026 at 520 shares worth $401K. The position accounts for 0.25% of the portfolio, ranked #53.

Floyd Financial Group first reported a position in CAT in Q2 2025 and has held it in 6 quarters since. The position peaked at $485K in Q2 2026. 1,772 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Floyd Financial Group held 520 shares of Caterpillar worth $401K as of Q3 2026.
  • Floyd Financial Group left its Caterpillar share count unchanged in Q3 2026.
  • Caterpillar made up 0.25% of Floyd Financial Group's portfolio in Q3 2026, its #53 holding.
  • Floyd Financial Group first reported a position in Caterpillar in Q2 2025 and has held it in 6 quarters since.
  • Floyd Financial Group's Caterpillar position peaked at $485K in Q2 2026.
  • 1,772 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Floyd Financial Group's 13F filing for Q3 2026, filed 28 Oct 2026.