FF
CAT icon

Friday Financial’s Caterpillar CAT Stock Holding History

Friday Financial’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 		$285K Sell
303
-595
-66% -$523K 0.08% 92
2026
Q1 		$636K Hold
898
– – 0.22% 52
2025
Q4 		$514K Hold
898
– – 0.18% 63
2025
Q3 		$428K Sell
898
-405
-31% -$173K 0.18% 65
2025
Q2 		$506K Buy
+1,303
New +$434K 0.26% 52

Other funds holding CAT

SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Friday Financial's CAT Position: Q2 2026 in Review

Friday Financial reduced its Caterpillar (CAT) stake by 66% in Q2 2026, selling an estimated $523K and leaving 303 shares worth $285K. The position accounts for 0.08% of the portfolio, ranked #92.

Friday Financial first reported a position in CAT in Q2 2025 and has held it in 5 quarters since. The position peaked at $636K in Q1 2026. 1,062 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Friday Financial held 303 shares of Caterpillar worth $285K as of Q2 2026.
  • Friday Financial sold 595 Caterpillar shares in Q2 2026, an estimated $523K.
  • Caterpillar made up 0.08% of Friday Financial's portfolio in Q2 2026, its #92 holding.
  • Friday Financial first reported a position in Caterpillar in Q2 2025 and has held it in 5 quarters since.
  • Friday Financial's Caterpillar position peaked at $636K in Q1 2026.
  • 1,062 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Friday Financial's 13F filing for Q2 2026, filed 9 Jul 2026.