GGM Financials’s Caterpillar CAT Stock Holding History

GGM Financials’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	$461K	Hold	433	–	–	0.18%	52
2026 Q1	$306K	Buy	433 +1	+0.2%	+$693	0.14%	60
2025 Q4	$247K	Buy	432 +1	+0.2%	+$556	0.12%	62
2025 Q3	$206K	Buy	+431	New	+$184K	0.1%	64
2025 Q1	–	Sell	-580	Closed	-$210K	–	62
2024 Q4	$210K	Buy	+580	New	+$225K	0.22%	53

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

GGM Financials's CAT Position: Q2 2026 in Review

GGM Financials held its Caterpillar (CAT) position steady in Q2 2026 at 433 shares worth $461K. The position accounts for 0.18% of the portfolio, ranked #52.

GGM Financials first reported a position in CAT in Q4 2024 and has held it in 5 quarters since. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

GGM Financials held 433 shares of Caterpillar worth $461K as of Q2 2026.
GGM Financials left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.18% of GGM Financials's portfolio in Q2 2026, its #52 holding.
GGM Financials first reported a position in Caterpillar in Q4 2024 and has held it in 5 quarters since.
1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on GGM Financials's 13F filing for Q2 2026, filed 23 Jul 2026.