MFG
CAT icon

Magnus Financial Group’s Caterpillar CAT Stock Holding History

Magnus Financial Group’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 		$3.68M Buy
3,452
+110
+3% +$96.6K 0.26% 71
2026
Q1 		$2.37M Sell
3,342
-292
-8% -$202K 0.19% 90
2025
Q4 		$2.08M Buy
3,634
+243
+7% +$135K 0.16% 106
2025
Q3 		$1.62M Buy
3,391
+28
+0.8% +$12K 0.13% 128
2025
Q2 		$1.31M Sell
3,363
-29
-0.9% -$9.67K 0.11% 138
2025
Q1 		$1.12M Sell
3,392
-260
-7% -$92.6K 0.11% 145
2024
Q4 		$1.32M Buy
3,652
+496
+16% +$192K 0.13% 124
2024
Q3 		$1.23M Buy
3,156
+76
+2% +$26.2K 0.13% 126
2024
Q2 		$1.03M Sell
3,080
-190
-6% -$65.9K 0.12% 134
2024
Q1 		$1.2M Buy
3,270
+113
+4% +$36.1K 0.14% 117
2023
Q4 		$934K Sell
3,157
-15
-0.5% -$3.89K 0.12% 125
2023
Q3 		$866K Buy
3,172
+53
+2% +$14.4K 0.13% 125
2023
Q2 		$768K Sell
3,119
-35
-1% -$7.8K 0.11% 137
2023
Q1 		$722K Buy
3,154
+739
+31% +$179K 0.11% 139
2022
Q4 		$579K Buy
2,415
+289
+14% +$62.9K 0.09% 148
2022
Q3 		$349K Buy
2,126
+85
+4% +$15.5K 0.07% 177
2022
Q2 		$365K Buy
2,041
+10
+0.5% +$2.11K 0.07% 184
2022
Q1 		$452K Buy
2,031
+152
+8% +$31.9K 0.08% 180
2021
Q4 		$388K Buy
1,879
+58
+3% +$11.7K 0.07% 165
2021
Q3 		$350K Buy
1,821
+350
+24% +$72.9K 0.07% 168
2021
Q2 		$320K Buy
1,471
+53
+4% +$12.2K 0.07% 176
2021
Q1 		$329K Sell
1,418
-1,088
-43% -$225K 0.08% 165
2020
Q4 		$456K Buy
2,506
+314
+14% +$53.2K 0.05% 157
2020
Q3 		$327K Buy
+2,192
New +$308K 0.04% 180
2020
Q2 		– Sell
-2,318
Closed -$269K – 696
2020
Q1 		$269K Buy
+2,318
New +$296K 0.04% 319
2019
Q3 		– Sell
-2,499
Closed -$341K – 551
2019
Q2 		$341K Sell
2,499
-146
-6% -$19.3K 0.07% 200
2019
Q1 		$358K Sell
2,645
-79
-3% -$10.5K 0.07% 179
2018
Q4 		$346K Buy
+2,724
New +$354K 0.09% 143

Other funds holding CAT

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
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Magnus Financial Group's CAT Position: Q2 2026 in Review

Magnus Financial Group increased its Caterpillar (CAT) stake by 3.3% in Q2 2026, buying an estimated $96.6K and bringing the position to 3,452 shares worth $3.68M. The position accounts for 0.26% of the portfolio, ranked #71.

Magnus Financial Group first reported a position in CAT in Q4 2018 and has held it in 28 quarters since. 1,257 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Magnus Financial Group held 3,452 shares of Caterpillar worth $3.68M as of Q2 2026.
  • Magnus Financial Group bought 110 Caterpillar shares in Q2 2026, an estimated $96.6K.
  • Caterpillar made up 0.26% of Magnus Financial Group's portfolio in Q2 2026, its #71 holding.
  • Magnus Financial Group first reported a position in Caterpillar in Q4 2018 and has held it in 28 quarters since.
  • 1,257 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.