Focus Financial Network’s Caterpillar CAT Stock Holding History

Focus Financial Network’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	$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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PFS

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

ORIO

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

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

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. 736 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.
736 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.