Manchester Financial’s Caterpillar CAT Stock Holding History

Manchester 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	$972K	Buy	913 +1	+0.1%	+$878	0.17%	53
2026 Q1	$646K	Sell	912 -1	-0.1%	-$693	0.12%	73
2025 Q4	$523K	Sell	913 -11	-1%	-$6.11K	0.1%	81
2025 Q3	$441K	Hold	924	–	–	0.09%	87
2025 Q2	$359K	Hold	924	–	–	0.08%	85
2025 Q1	$305K	Sell	924 -3	-0.3%	-$1.07K	0.07%	95
2024 Q4	$336K	Sell	927 -2	-0.2%	-$776	0.07%	81
2024 Q3	$363K	Sell	929 -6	-0.6%	-$2.07K	0.08%	73
2024 Q2	$311K	Buy	935 +96	+11%	+$33.3K	0.08%	77
2024 Q1	$307K	Sell	839 -4,007	-83%	-$1.28M	0.08%	75
2023 Q4	$1.43M	Sell	4,846 -138	-3%	-$35.8K	0.4%	30
2023 Q3	$1.36M	Sell	4,984 -275	-5%	-$74.6K	0.4%	28
2023 Q2	$1.29M	Buy	5,259 +7	+0.1%	+$1.56K	0.37%	30
2023 Q1	$1.2M	Buy	5,252 +4,355	+486%	+$1.05M	0.35%	33
2022 Q4	$215K	Buy	+897	New	+$195K	0.06%	91
2022 Q2	–	Sell	-897	Closed	-$200K	–	108
2022 Q1	$200K	Buy	+897	New	+$188K	0.07%	94
2021 Q2	–	Sell	-941	Closed	-$218K	–	172
2021 Q1	$218K	Hold	941	–	–	0.1%	69
2020 Q4	$171K	Buy	941 +22	+2%	+$3.73K	0.11%	66
2020 Q3	$137K	Hold	919	–	–	0.1%	68
2020 Q2	$116K	Sell	919 -28	-3%	-$3.32K	0.09%	76
2020 Q1	$110K	Sell	947 -75	-7%	-$9.58K	0.08%	80
2019 Q4	$151K	Buy	+1,022	New	+$143K	0.06%	71
2019 Q3	–	Sell	-1,171	Closed	-$160K	–	111
2019 Q2	$160K	Buy	+1,171	New	+$155K	0.07%	69

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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 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

Manchester Financial's CAT Position: Q2 2026 in Review

Manchester Financial increased its Caterpillar (CAT) stake by 0.11% in Q2 2026, buying an estimated $878 and bringing the position to 913 shares worth $972K. The position accounts for 0.17% of the portfolio, ranked #53.

Manchester Financial first reported a position in CAT in Q2 2019 and has held it in 23 quarters since. The position peaked at $1.43M in Q4 2023. 1,932 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Manchester Financial held 913 shares of Caterpillar worth $972K as of Q2 2026.
Manchester Financial bought 1 Caterpillar share in Q2 2026, an estimated $878.
Caterpillar made up 0.17% of Manchester Financial's portfolio in Q2 2026, its #53 holding.
Manchester Financial first reported a position in Caterpillar in Q2 2019 and has held it in 23 quarters since.
Manchester Financial's Caterpillar position peaked at $1.43M in Q4 2023.
1,932 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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