MFA
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McClarren Financial Advisors’s Caterpillar CAT Stock Holding History

McClarren Financial Advisors’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 		$251K Buy
+236
New +$207K 0.13% 73
2025
Q2 		– Sell
-331
Closed -$78K – 118
2025
Q1 		$78K Buy
+331
New +$118K 0.05% 114
2024
Q4 		– Sell
-393
Closed -$92 – 222
2024
Q3 		$92 Sell
393
-273
-41% -$94.3K 0.01% 98
2024
Q2 		$79K Buy
666
+360
+118% +$125K 0.06% 117
2024
Q1 		$112K Buy
306
+1
+0.3% +$320 0.08% 101
2023
Q4 		$90K Buy
305
+1
+0.3% +$259 0.07% 118
2023
Q3 		$82K Hold
304
– – 0.07% 116
2023
Q2 		$74K Buy
304
+1
+0.3% +$223 0.06% 128
2023
Q1 		$69K Hold
303
– – 0.06% 122
2022
Q4 		$72K Buy
303
+2
+0.7% +$435 0.07% 121
2022
Q3 		$49K Buy
+301
New +$55K 0.05% 128
2022
Q2 		– Sell
-369
Closed -$81K – 62
2022
Q1 		$81K Buy
369
+5
+1% +$1.05K 0.06% 97
2021
Q4 		$76K Buy
364
+1
+0.3% +$201 0.05% 110
2021
Q3 		$69K Buy
363
+1
+0.3% +$208 0.05% 99
2021
Q2 		$78K Hold
362
– – 0.06% 93
2021
Q1 		$84K Buy
362
+1
+0.3% +$207 0.08% 87
2020
Q4 		$64K Buy
+361
New +$61.2K 0.06% 90

Other funds holding CAT

SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

McClarren Financial Advisors's CAT Position: Q2 2026 in Review

McClarren Financial Advisors opened a new position in Caterpillar (CAT) in Q2 2026: 236 shares worth $251K. The stake represents 0.13% of the portfolio and ranks #73 among its holdings. This is a return to the name: McClarren Financial Advisors previously reported a position in CAT as recently as Q1 2025.

McClarren Financial Advisors first reported a position in CAT in Q4 2020 and has held it in 17 quarters since. 1,072 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • McClarren Financial Advisors held 236 shares of Caterpillar worth $251K as of Q2 2026.
  • Caterpillar was a new McClarren Financial Advisors position in Q2 2026.
  • Caterpillar made up 0.13% of McClarren Financial Advisors's portfolio in Q2 2026, its #73 holding.
  • McClarren Financial Advisors first reported a position in Caterpillar in Q4 2020 and has held it in 17 quarters since.
  • 1,072 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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