Matrix Trust Company’s Caterpillar CAT Stock Holding History

Matrix Trust Company’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	$33K	Buy	31 +15	+94%	+$13.2K	﹤0.01%	89
2026 Q1	$11K	Buy	+16	New	+$11.1K	﹤0.01%	164

Other funds holding CAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Matrix Trust Company's CAT Position: Q2 2026 in Review

Matrix Trust Company increased its Caterpillar (CAT) stake by 94% in Q2 2026, buying an estimated $13.2K and bringing the position to 31 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #89.

Matrix Trust Company first reported a position in CAT in Q1 2026 and has held it in 2 quarters since. 736 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Matrix Trust Company held 31 shares of Caterpillar worth $33K as of Q2 2026.
Matrix Trust Company bought 15 Caterpillar shares in Q2 2026, an estimated $13.2K.
Caterpillar made up ﹤0.01% of Matrix Trust Company's portfolio in Q2 2026, its #89 holding.
Matrix Trust Company first reported a position in Caterpillar in Q1 2026 and has held it in 2 quarters since.
736 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Matrix Trust Company's 13F filing for Q2 2026, filed 9 Jul 2026.