Greater Midwest Financial Group’s Caterpillar CAT Stock Holding History

Greater Midwest Financial Group’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	$242K	Buy	+227	New	+$199K	0.12%	61
2025 Q2	–	Sell	-6,262	Closed	-$2.07M	–	58
2025 Q1	$2.07M	Buy	6,262 +327	+6%	+$116K	1.44%	20
2024 Q4	$2.15M	Buy	5,935 +515	+10%	+$200K	1.36%	20
2024 Q3	$2.12M	Buy	5,420 +122	+2%	+$42.1K	1.24%	22
2024 Q2	$1.79M	Sell	5,298 -2,745	-34%	-$952K	1.13%	22
2024 Q1	$2.95M	Sell	8,043 -175	-2%	-$55.9K	1.85%	13
2023 Q4	$2.43M	Buy	+8,218	New	+$2.13M	1.65%	13

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

Greater Midwest Financial Group's CAT Position: Q2 2026 in Review

Greater Midwest Financial Group opened a new position in Caterpillar (CAT) in Q2 2026: 227 shares worth $242K. The stake represents 0.12% of the portfolio and ranks #61 among its holdings. This is a return to the name: Greater Midwest Financial Group previously reported a position in CAT as recently as Q1 2025.

Greater Midwest Financial Group first reported a position in CAT in Q4 2023 and has held it in 7 quarters since. The position peaked at $2.95M in Q1 2024. 1,245 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Greater Midwest Financial Group held 227 shares of Caterpillar worth $242K as of Q2 2026.
Caterpillar was a new Greater Midwest Financial Group position in Q2 2026.
Caterpillar made up 0.12% of Greater Midwest Financial Group's portfolio in Q2 2026, its #61 holding.
Greater Midwest Financial Group first reported a position in Caterpillar in Q4 2023 and has held it in 7 quarters since.
Greater Midwest Financial Group's Caterpillar position peaked at $2.95M in Q1 2024.
1,245 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Greater Midwest Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.