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LifeSteps Financial’s Caterpillar CAT Stock Holding History

LifeSteps Financial’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 		$1.84M Sell
1,728
-4
-0.2% -$3.51K 0.86% 22
2026
Q1 		$1.23M Sell
1,732
-14
-0.8% -$9.7K 0.78% 28
2025
Q4 		$1M Buy
1,746
+10
+0.6% +$5.56K 0.64% 31
2025
Q3 		$828K Sell
1,736
-8
-0.5% -$3.42K 0.53% 32
2025
Q2 		$677K Buy
1,744
+10
+0.6% +$3.33K 0.47% 37
2025
Q1 		$572K Sell
1,734
-45
-3% -$16K 0.46% 40
2024
Q4 		$645K Hold
1,779
– – 0.5% 39
2024
Q3 		$696K Hold
1,779
– – 0.54% 36
2024
Q2 		$593K Hold
1,779
– – 0.49% 41
2024
Q1 		$652K Buy
1,779
+20
+1% +$6.39K 0.49% 37
2023
Q4 		$520K Hold
1,759
– – 0.46% 43
2023
Q3 		$480K Hold
1,759
– – 0.49% 43
2023
Q2 		$433K Buy
1,759
+75
+4% +$16.7K 0.43% 44
2023
Q1 		$385K Sell
1,684
-90
-5% -$21.8K 0.41% 45
2022
Q4 		$425K Buy
1,774
+100
+6% +$21.8K 0.44% 44
2022
Q3 		$275K Hold
1,674
– – 0.31% 58
2022
Q2 		$299K Hold
1,674
– – 0.31% 56
2022
Q1 		$373K Buy
1,674
+90
+6% +$18.9K 0.28% 60
2021
Q4 		$327K Buy
1,584
+72
+5% +$14.5K 0.23% 61
2021
Q3 		$290K Hold
1,512
– – 0.22% 67
2021
Q2 		$329K Buy
1,512
+28
+2% +$6.47K 0.25% 60
2021
Q1 		$344K Sell
1,484
-59
-4% -$12.2K 0.29% 55
2020
Q4 		$281K Buy
1,543
+59
+4% +$10K 0.26% 64
2020
Q3 		$221K Buy
+1,484
New +$208K 0.23% 72
2020
Q1 		– Sell
-1,484
Closed -$219K – 80
2019
Q4 		$219K Buy
+1,484
New +$207K 0.21% 86

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

LifeSteps Financial's CAT Position: Q2 2026 in Review

LifeSteps Financial reduced its Caterpillar (CAT) stake by 0.23% in Q2 2026, selling an estimated $3.51K and leaving 1,728 shares worth $1.84M. The position accounts for 0.86% of the portfolio, ranked #22.

LifeSteps Financial first reported a position in CAT in Q4 2019 and has held it in 25 quarters since. 1,873 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • LifeSteps Financial held 1,728 shares of Caterpillar worth $1.84M as of Q2 2026.
  • LifeSteps Financial sold 4 Caterpillar shares in Q2 2026, an estimated $3.51K.
  • Caterpillar made up 0.86% of LifeSteps Financial's portfolio in Q2 2026, its #22 holding.
  • LifeSteps Financial first reported a position in Caterpillar in Q4 2019 and has held it in 25 quarters since.
  • 1,873 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.