IFS
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Ifrah Financial Services’s Caterpillar CAT Stock Holding History

Ifrah 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 		$597K Sell
560
-5
-0.9% -$4.39K 0.15% 107
2026
Q1 		$400K Sell
565
-18
-3% -$12.5K 0.11% 128
2025
Q4 		$334K Sell
583
-25
-4% -$13.9K 0.09% 145
2025
Q3 		$290K Sell
608
-8
-1% -$3.42K 0.08% 165
2025
Q2 		$239K Sell
616
-64
-9% -$21.3K 0.07% 180
2025
Q1 		$224K Sell
680
-61
-8% -$21.7K 0.06% 180
2024
Q4 		$269K Sell
741
-33
-4% -$12.8K 0.07% 171
2024
Q3 		$303K Sell
774
-35
-4% -$12.1K 0.08% 159
2024
Q2 		$269K Sell
809
-77
-9% -$26.7K 0.08% 175
2024
Q1 		$325K Sell
886
-13
-1% -$4.16K 0.09% 161
2023
Q4 		$266K Sell
899
-69
-7% -$17.9K 0.08% 173
2023
Q3 		$264K Buy
968
+15
+2% +$4.07K 0.08% 165
2023
Q2 		$235K Sell
953
-16
-2% -$3.57K 0.07% 185
2023
Q1 		$222K Sell
969
-16
-2% -$3.87K 0.07% 188
2022
Q4 		$236K Buy
+985
New +$214K 0.08% 178
2022
Q2 		– Sell
-1,017
Closed -$227K – 199
2022
Q1 		$227K Buy
1,017
+7
+0.7% +$1.47K 0.06% 204
2021
Q4 		$209K Buy
+1,010
New +$203K 0.06% 213
2021
Q3 		– Sell
-1,001
Closed -$218K – 211
2021
Q2 		$218K Sell
1,001
-19
-2% -$4.39K 0.06% 200
2021
Q1 		$237K Buy
+1,020
New +$211K 0.07% 190

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Ifrah Financial Services reduced its Caterpillar (CAT) stake by 0.88% in Q2 2026, selling an estimated $4.39K and leaving 560 shares worth $597K. The position accounts for 0.15% of the portfolio, ranked #107.

Ifrah Financial Services first reported a position in CAT in Q1 2021 and has held it in 19 quarters since. 1,994 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Ifrah Financial Services held 560 shares of Caterpillar worth $597K as of Q2 2026.
  • Ifrah Financial Services sold 5 Caterpillar shares in Q2 2026, an estimated $4.39K.
  • Caterpillar made up 0.15% of Ifrah Financial Services's portfolio in Q2 2026, its #107 holding.
  • Ifrah Financial Services first reported a position in Caterpillar in Q1 2021 and has held it in 19 quarters since.
  • 1,994 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Ifrah Financial Services's 13F filing for Q2 2026, filed 21 Jul 2026.