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Founders Financial Securities’s Caterpillar CAT Stock Holding History

Founders Financial Securities’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 		$4.19M Sell
3,934
-58
-1% -$51K 0.21% 87
2026
Q1 		$3.14M Sell
3,992
-557
-12% -$386K 0.18% 118
2025
Q4 		$2.61M Buy
4,549
+557
+14% +$310K 0.15% 131
2025
Q3 		$1.9M Sell
3,992
-744
-16% -$318K 0.13% 158
2025
Q2 		$1.84M Buy
4,736
+24
+0.5% +$8K 0.14% 143
2025
Q1 		$1.45M Buy
4,712
+1,052
+29% +$375K 0.12% 157
2024
Q4 		$1.33M Buy
3,660
+64
+2% +$24.8K 0.12% 150
2024
Q3 		$1.41M Sell
3,596
-1,182
-25% -$408K 0.13% 141
2024
Q2 		$1.59M Buy
4,778
+1,109
+30% +$385K 0.15% 129
2024
Q1 		$1.34M Buy
3,669
+98
+3% +$31.3K 0.14% 130
2023
Q4 		$1.06M Buy
3,571
+37
+1% +$9.6K 0.12% 157
2023
Q3 		$965K Sell
3,534
-300
-8% -$81.4K 0.13% 138
2023
Q2 		$943K Buy
3,834
+41
+1% +$9.14K 0.12% 145
2023
Q1 		$868K Sell
3,793
-6
-0.2% -$1.45K 0.13% 150
2022
Q4 		$910K Buy
3,799
+102
+3% +$22.2K 0.14% 145
2022
Q3 		$607K Buy
3,697
+611
+20% +$112K 0.11% 160
2022
Q2 		$552K Buy
3,086
+396
+15% +$83.5K 0.11% 152
2022
Q1 		$599K Sell
2,690
-470
-15% -$98.6K 0.11% 158
2021
Q4 		$653K Buy
3,160
+360
+13% +$72.5K 0.12% 146
2021
Q3 		$538K Buy
2,800
+9
+0.3% +$1.87K 0.11% 160
2021
Q2 		$607K Sell
2,791
-3,962
-59% -$915K 0.12% 154
2021
Q1 		$1.57M Buy
6,753
+1,396
+26% +$289K 0.36% 52
2020
Q4 		$975K Buy
+5,357
New +$908K 0.23% 78
2020
Q3 		– Sell
-1,542
Closed -$201K – 171
2020
Q2 		$201K Buy
+1,542
New +$183K 0.07% 157

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Founders Financial Securities's CAT Position: Q2 2026 in Review

Founders Financial Securities reduced its Caterpillar (CAT) stake by 1.5% in Q2 2026, selling an estimated $51K and leaving 3,934 shares worth $4.19M. The position accounts for 0.21% of the portfolio, ranked #87.

Founders Financial Securities first reported a position in CAT in Q2 2020 and has held it in 24 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Founders Financial Securities held 3,934 shares of Caterpillar worth $4.19M as of Q2 2026.
  • Founders Financial Securities sold 58 Caterpillar shares in Q2 2026, an estimated $51K.
  • Caterpillar made up 0.21% of Founders Financial Securities's portfolio in Q2 2026, its #87 holding.
  • Founders Financial Securities first reported a position in Caterpillar in Q2 2020 and has held it in 24 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.