HFS
CAT icon

Howard Financial Services’s Caterpillar CAT Stock Holding History

Howard Financial Services’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 		$712K Buy
669
+37
+6% +$32.5K 0.07% 115
2026
Q1 		$447K Buy
632
+74
+13% +$51.3K 0.05% 138
2025
Q4 		$320K Buy
558
+60
+12% +$33.3K 0.04% 152
2025
Q3 		$238K Buy
+498
New +$213K 0.03% 167

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS)
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
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

Howard Financial Services's CAT Position: Q2 2026 in Review

Howard Financial Services increased its Caterpillar (CAT) stake by 5.9% in Q2 2026, buying an estimated $32.5K and bringing the position to 669 shares worth $712K. The position accounts for 0.07% of the portfolio, ranked #115.

Howard Financial Services first reported a position in CAT in Q3 2025 and has held it in 4 quarters since. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Howard Financial Services held 669 shares of Caterpillar worth $712K as of Q2 2026.
  • Howard Financial Services bought 37 Caterpillar shares in Q2 2026, an estimated $32.5K.
  • Caterpillar made up 0.07% of Howard Financial Services's portfolio in Q2 2026, its #115 holding.
  • Howard Financial Services first reported a position in Caterpillar in Q3 2025 and has held it in 4 quarters since.
  • 1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.