Holistic Financial Partners’s Caterpillar CAT Stock Holding History

Holistic Financial Partners’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	$288K	Sell	270 -721	-73%	-$633K	0.18%	81
2026 Q1	$702K	Buy	991 +18	+2%	+$12.5K	0.26%	47
2025 Q4	$557K	Buy	973 +13	+1%	+$7.22K	0.2%	57
2025 Q3	$458K	Buy	960 +99	+11%	+$42.3K	0.19%	63
2025 Q2	$334K	Buy	861 +89	+12%	+$29.7K	0.15%	80
2025 Q1	$255K	Buy	772 +1	+0.1%	+$356	0.12%	93
2024 Q4	$280K	Buy	771 +2	+0.3%	+$776	0.14%	90
2024 Q3	$301K	Buy	769 +8	+1%	+$2.76K	0.14%	84
2024 Q2	$254K	Sell	761 -19	-2%	-$6.59K	0.13%	92
2024 Q1	$286K	Buy	+780	New	+$249K	0.15%	87

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

Holistic Financial Partners's CAT Position: Q2 2026 in Review

Holistic Financial Partners reduced its Caterpillar (CAT) stake by 73% in Q2 2026, selling an estimated $633K and leaving 270 shares worth $288K. The position accounts for 0.18% of the portfolio, ranked #81.

Holistic Financial Partners first reported a position in CAT in Q1 2024 and has held it in 10 quarters since. The position peaked at $702K in Q1 2026. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Holistic Financial Partners held 270 shares of Caterpillar worth $288K as of Q2 2026.
Holistic Financial Partners sold 721 Caterpillar shares in Q2 2026, an estimated $633K.
Caterpillar made up 0.18% of Holistic Financial Partners's portfolio in Q2 2026, its #81 holding.
Holistic Financial Partners first reported a position in Caterpillar in Q1 2024 and has held it in 10 quarters since.
Holistic Financial Partners's Caterpillar position peaked at $702K in Q1 2026.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.