Kohmann Bosshard Financial Services’s Caterpillar CAT Stock Holding History

Kohmann Bosshard 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	$1.82M	Hold	1,706	–	–	0.15%	59
2026 Q1	$1.21M	Hold	1,706	–	–	0.12%	71
2025 Q4	$977K	Hold	1,706	–	–	0.09%	104
2025 Q3	$814K	Buy	1,706 +124	+8%	+$52.9K	0.08%	104
2025 Q2	$614K	Hold	1,582	–	–	0.07%	106
2025 Q1	$522K	Sell	1,582 -2	-0.1%	-$712	0.06%	118
2024 Q4	$575K	Buy	1,584 +2	+0.1%	+$776	0.07%	105
2024 Q3	$619K	Sell	1,582 -180	-10%	-$62.2K	0.08%	102
2024 Q2	$587K	Hold	1,762	–	–	0.08%	101
2024 Q1	$646K	Buy	1,762 +187	+12%	+$59.8K	0.09%	97
2023 Q4	$466K	Sell	1,575 -75	-5%	-$19.5K	0.07%	109
2023 Q3	$450K	Hold	1,650	–	–	0.08%	104
2023 Q2	$406K	Buy	1,650 +700	+74%	+$156K	0.07%	111
2023 Q1	$217K	Buy	950 +75	+9%	+$18.1K	0.04%	147
2022 Q4	$210K	Buy	+875	New	+$190K	0.04%	147

Other funds holding CAT

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Kohmann Bosshard Financial Services's CAT Position: Q2 2026 in Review

Kohmann Bosshard Financial Services held its Caterpillar (CAT) position steady in Q2 2026 at 1,706 shares worth $1.82M. The position accounts for 0.15% of the portfolio, ranked #59.

Kohmann Bosshard Financial Services first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. 1,506 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Kohmann Bosshard Financial Services held 1,706 shares of Caterpillar worth $1.82M as of Q2 2026.
Kohmann Bosshard Financial Services left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.15% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #59 holding.
Kohmann Bosshard Financial Services first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
1,506 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.