KFS
CAT icon

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 		$11.3M Buy
+11,400
New +$10M 3.67% 6
2024
Q2 		– Sell
-15,000
Closed -$1.76K – 134
2024
Q1 		$1.76K Buy
+15,000
New +$4.79M ﹤0.01% 130

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. 1,873 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.
  • 1,873 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.