KFS
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Kaizen Financial Strategies’s Caterpillar CAT Stock Holding History

Kaizen Financial Strategies’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 		$1.09M Sell
1,103
-144
-12% -$127K 0.36% 51
2026
Q1 		$963K Buy
1,247
+42
+3% +$29.1K 0.41% 44
2025
Q4 		$690K Buy
1,205
+3
+0.2% +$1.67K 0.3% 55
2025
Q3 		$685K Buy
1,202
+11
+0.9% +$4.7K 0.31% 59
2025
Q2 		$462K Sell
1,191
-245
-17% -$81.7K 0.23% 82
2025
Q1 		$474K Sell
1,436
-95
-6% -$33.8K 0.27% 69
2024
Q4 		$555K Buy
1,531
+3
+0.2% +$1.16K 0.31% 56
2024
Q3 		$598K Buy
1,528
+5
+0.3% +$1.73K 0.35% 51
2024
Q2 		$521K Sell
1,523
-300
-16% -$104K 0.32% 50
2024
Q1 		$668K Sell
1,823
-1,027
-36% -$328K 0.45% 41
2023
Q4 		$843K Buy
2,850
+400
+16% +$104K 0.64% 31
2023
Q3 		$669K Sell
2,450
-196
-7% -$53.2K 0.57% 34
2023
Q2 		$671K Sell
2,646
-7
-0.3% -$1.56K 0.57% 34
2023
Q1 		$607K Sell
2,653
-187
-7% -$45.2K 0.6% 37
2022
Q4 		$734K Sell
2,840
-699
-20% -$152K 0.73% 38
2022
Q3 		$581K Buy
3,539
+4
+0.1% +$731 0.59% 44
2022
Q2 		$632K Sell
3,535
-96
-3% -$20.2K 0.62% 41
2022
Q1 		$809K Buy
3,631
+459
+14% +$96.3K 0.63% 37
2021
Q4 		$656K Sell
3,172
-1,111
-26% -$224K 0.49% 51
2021
Q3 		$822K Buy
+4,283
New +$892K 0.66% 49

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Kaizen Financial Strategies's CAT Position: Q2 2026 in Review

Kaizen Financial Strategies reduced its Caterpillar (CAT) stake by 12% in Q2 2026, selling an estimated $127K and leaving 1,103 shares worth $1.09M. The position accounts for 0.36% of the portfolio, ranked #51.

Kaizen Financial Strategies first reported a position in CAT in Q3 2021 and has held it in 20 quarters since. 1,888 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Kaizen Financial Strategies held 1,103 shares of Caterpillar worth $1.09M as of Q2 2026.
  • Kaizen Financial Strategies sold 144 Caterpillar shares in Q2 2026, an estimated $127K.
  • Caterpillar made up 0.36% of Kaizen Financial Strategies's portfolio in Q2 2026, its #51 holding.
  • Kaizen Financial Strategies first reported a position in Caterpillar in Q3 2021 and has held it in 20 quarters since.
  • 1,888 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.