GFG Capital’s Caterpillar CAT Stock Holding History

GFG Capital’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	$330K	Buy	+310	New	+$272K	0.09%	71
2026 Q1	–	Sell	-445	Closed	-$255K	–	90
2025 Q4	$255K	Sell	445 -18	-4%	-$10K	0.09%	57
2025 Q3	$221K	Sell	463 -6	-1%	-$2.56K	0.08%	61
2025 Q2	$182K	Buy	+469	New	+$156K	0.05%	73
2023 Q3	–	Sell	-1,428	Closed	-$351K	–	129
2023 Q2	$351K	Buy	+1,428	New	+$318K	0.07%	84
2020 Q3	–	Sell	-2,519	Closed	-$319K	–	99
2020 Q2	$319K	Sell	2,519 -17	-0.7%	-$2.02K	0.14%	79
2020 Q1	$294K	Buy	2,536 +41	+2%	+$5.24K	0.15%	61
2019 Q4	$368K	Buy	+2,495	New	+$348K	0.16%	57

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 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

GFG Capital's CAT Position: Q2 2026 in Review

GFG Capital opened a new position in Caterpillar (CAT) in Q2 2026: 310 shares worth $330K. The stake represents 0.09% of the portfolio and ranks #71 among its holdings. This is a return to the name: GFG Capital previously reported a position in CAT as recently as Q4 2025.

GFG Capital first reported a position in CAT in Q4 2019 and has held it in 8 quarters since. The position peaked at $368K in Q4 2019. 957 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

GFG Capital held 310 shares of Caterpillar worth $330K as of Q2 2026.
Caterpillar was a new GFG Capital position in Q2 2026.
Caterpillar made up 0.09% of GFG Capital's portfolio in Q2 2026, its #71 holding.
GFG Capital first reported a position in Caterpillar in Q4 2019 and has held it in 8 quarters since.
GFG Capital's Caterpillar position peaked at $368K in Q4 2019.
957 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on GFG Capital's 13F filing for Q2 2026, filed 20 Jul 2026.