Global Financial Private Client’s Caterpillar CAT Stock Holding History

Global Financial Private Client’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	$3.15M	Buy	2,959 +64	+2%	+$56.2K	0.85%	28
2026 Q1	$2.05M	Buy	2,895 +323	+13%	+$224K	0.67%	36
2025 Q4	$1.47M	Buy	2,572 +10	+0.4%	+$5.56K	0.52%	56
2025 Q3	$1.22M	Buy	2,562 +1,809	+240%	+$772K	0.44%	70
2025 Q2	$292K	Buy	753 +13	+2%	+$4.33K	0.11%	184
2025 Q1	$244K	Buy	740 +14	+2%	+$4.99K	0.09%	183
2024 Q4	$263K	Buy	726 +10	+1%	+$3.88K	0.1%	181
2024 Q3	$280K	Buy	716 +15	+2%	+$5.18K	0.11%	173
2024 Q2	$234K	Hold	701	–	–	0.1%	176
2024 Q1	$255K	Hold	701	–	–	0.11%	164
2023 Q4	$207K	Hold	701	–	–	0.1%	173
2023 Q3	$190K	Hold	701	–	–	0.1%	169
2023 Q2	$173K	Hold	701	–	–	0.09%	178
2023 Q1	$161K	Buy	701 +20	+3%	+$4.83K	0.08%	171
2022 Q4	$163K	Hold	681	–	–	0.09%	156
2022 Q3	$117K	Hold	681	–	–	0.07%	185
2022 Q2	$121K	Buy	681 +220	+48%	+$46.4K	0.07%	172
2022 Q1	$101K	Hold	461	–	–	0.05%	191
2021 Q4	$95.3K	Buy	461 +320	+227%	+$64.4K	0.05%	212
2021 Q3	$27.4K	Hold	141	–	–	0.01%	288
2021 Q2	$30.6K	Hold	141	–	–	0.02%	284
2021 Q1	$32.8K	Hold	141	–	–	0.02%	247
2020 Q4	$25.7K	Sell	141 -190	-57%	-$32.2K	0.02%	247
2020 Q3	$48.6K	Sell	331 -69	-17%	-$9.69K	0.04%	194
2020 Q2	$50.4K	Sell	400 -355	-47%	-$42.1K	0.04%	205
2020 Q1	$84.1K	Hold	755	–	–	0.09%	160
2019 Q4	$111K	Buy	+755	New	+$105K	0.09%	151

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Global Financial Private Client's CAT Position: Q2 2026 in Review

Global Financial Private Client increased its Caterpillar (CAT) stake by 2.2% in Q2 2026, buying an estimated $56.2K and bringing the position to 2,959 shares worth $3.15M. The position accounts for 0.85% of the portfolio, ranked #28.

Global Financial Private Client first reported a position in CAT in Q4 2019 and has held it in 27 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Global Financial Private Client held 2,959 shares of Caterpillar worth $3.15M as of Q2 2026.
Global Financial Private Client bought 64 Caterpillar shares in Q2 2026, an estimated $56.2K.
Caterpillar made up 0.85% of Global Financial Private Client's portfolio in Q2 2026, its #28 holding.
Global Financial Private Client first reported a position in Caterpillar in Q4 2019 and has held it in 27 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.