MFS
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Madrona Financial Services’s Caterpillar CAT Stock Holding History

Madrona 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 		$387K Hold
364
– – 0.07% 84
2026
Q1 		$258K Sell
364
-11
-3% -$7.62K 0.06% 103
2025
Q4 		$215K Buy
+375
New +$208K 0.05% 119

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

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

Madrona Financial Services held its Caterpillar (CAT) position steady in Q2 2026 at 364 shares worth $387K. The position accounts for 0.07% of the portfolio, ranked #84.

Madrona Financial Services first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Madrona Financial Services held 364 shares of Caterpillar worth $387K as of Q2 2026.
  • Madrona Financial Services left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.07% of Madrona Financial Services's portfolio in Q2 2026, its #84 holding.
  • Madrona Financial Services first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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