Focus Financial Network’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 | $10.7M | Buy |
10,043
+160
| +2% | +$141K | 0.33% | 61 |
|
|
2026
Q1 | $7M | Sell |
9,883
-641
| -6% | -$444K | 0.25% | 69 |
|
|
2025
Q4 | $6.03M | Buy |
10,524
+16
| +0.2% | +$8.89K | 0.21% | 84 |
|
|
2025
Q3 | $5.01M | Buy |
10,508
+155
| +1% | +$66.2K | 0.18% | 91 |
|
|
2025
Q2 | $4.02M | Sell |
10,353
-510
| -5% | -$170K | 0.16% | 110 |
|
|
2025
Q1 | $3.58M | Sell |
10,863
-68
| -0.6% | -$24.2K | 0.15% | 119 |
|
|
2024
Q4 | $3.97M | Sell |
10,931
-132
| -1% | -$51.2K | 0.16% | 110 |
|
|
2024
Q3 | $4.33M | Sell |
11,063
-96
| -0.9% | -$33.2K | 0.18% | 97 |
|
|
2024
Q2 | $3.99M | Buy |
11,159
+560
| +5% | +$194K | 0.17% | 102 |
|
|
2024
Q1 | $3.79M | Sell |
10,599
-19,077
| -64% | -$6.1M | 0.18% | 99 |
|
|
2023
Q4 | $8.77M | Buy |
29,676
+19,356
| +188% | +$5.02M | 0.33% | 67 |
|
|
2023
Q3 | $2.82M | Sell |
10,320
-4
| -0% | -$1.08K | 0.16% | 120 |
|
|
2023
Q2 | $2.54M | Buy |
10,324
+105
| +1% | +$23.4K | 0.14% | 129 |
|
|
2023
Q1 | $2.34M | Sell |
10,219
-396
| -4% | -$95.7K | 0.15% | 132 |
|
|
2022
Q4 | $2.54M | Sell |
10,615
-332
| -3% | -$72.3K | 0.21% | 98 |
|
|
2022
Q3 | $1.8M | Buy |
10,947
+920
| +9% | +$168K | 0.16% | 114 |
|
|
2022
Q2 | $1.79M | Buy |
10,027
+534
| +6% | +$113K | 0.15% | 123 |
|
|
2022
Q1 | $2.12M | Sell |
9,493
-10,801
| -53% | -$2.27M | 0.15% | 121 |
|
|
2021
Q4 | $4.2M | Buy |
20,294
+1,987
| +11% | +$400K | 0.61% | 39 |
|
|
2021
Q3 | $3.51M | Sell |
18,307
-104
| -0.6% | -$21.7K | 0.47% | 54 |
|
|
2021
Q2 | $4.01M | Sell |
18,411
-814
| -4% | -$188K | 0.53% | 46 |
|
|
2021
Q1 | $4.46M | Buy |
19,225
+11,679
| +155% | +$2.42M | 0.52% | 36 |
|
|
2020
Q4 | $1.37M | Sell |
7,546
-2,271
| -23% | -$385K | 0.12% | 149 |
|
|
2020
Q3 | $1.46M | Buy |
9,817
+302
| +3% | +$42.4K | 0.14% | 144 |
|
|
2020
Q2 | $1.2M | Buy |
9,515
+1,029
| +12% | +$122K | 0.13% | 145 |
|
|
2020
Q1 | $985K | Sell |
8,486
-6,372
| -43% | -$814K | 0.13% | 145 |
|
|
2019
Q4 | $2.19M | Buy |
14,858
+2,368
| +19% | +$330K | 0.27% | 80 |
|
|
2019
Q3 | $1.58M | Buy |
12,490
+3,963
| +46% | +$503K | 0.22% | 94 |
|
|
2019
Q2 | $1.16M | Buy |
8,527
+1,310
| +18% | +$173K | 0.17% | 112 |
|
|
2019
Q1 | $978K | Buy |
+7,217
| New | +$959K | 0.16% | 123 |
|
Other funds holding CAT
Focus Financial Network's CAT Position: Q2 2026 in Review
Focus Financial Network increased its Caterpillar (CAT) stake by 1.6% in Q2 2026, buying an estimated $141K and bringing the position to 10,043 shares worth $10.7M. The position accounts for 0.33% of the portfolio, ranked #61.
Focus Financial Network first reported a position in CAT in Q1 2019 and has held it in 30 quarters since. 4,047 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Focus Financial Network held 10,043 shares of Caterpillar worth $10.7M as of Q2 2026.
- Focus Financial Network bought 160 Caterpillar shares in Q2 2026, an estimated $141K.
- Caterpillar made up 0.33% of Focus Financial Network's portfolio in Q2 2026, its #61 holding.
- Focus Financial Network first reported a position in Caterpillar in Q1 2019 and has held it in 30 quarters since.
- 4,047 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.