MFG
CAT icon

Merit Financial Group’s Caterpillar CAT Stock Holding History

Merit 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 		$52.2M Buy
48,984
+2,714
+6% +$2.38M 0.32% 62
2026
Q1 		$32.8M Buy
46,270
+3,758
+9% +$2.6M 0.24% 74
2025
Q4 		$24.4M Buy
42,512
+9,131
+27% +$5.07M 0.2% 89
2025
Q3 		$15.9M Buy
33,381
+2,742
+9% +$1.17M 0.15% 121
2025
Q2 		$11.9M Buy
30,639
+9,266
+43% +$3.09M 0.13% 120
2025
Q1 		$7.05M Buy
21,373
+1,195
+6% +$426K 0.11% 155
2024
Q4 		$7.32M Buy
20,178
+4,737
+31% +$1.84M 0.13% 142
2024
Q3 		$6.04M Buy
15,441
+1,308
+9% +$452K 0.14% 130
2024
Q2 		$4.71M Buy
14,133
+479
+4% +$166K 0.1% 153
2024
Q1 		$4.6M Buy
13,654
+9,779
+252% +$3.13M 0.11% 148
2023
Q4 		$1.15M Sell
3,875
-7,417
-66% -$1.92M 0.03% 278
2023
Q3 		$3.08M Buy
11,292
+264
+2% +$71.6K 0.1% 156
2023
Q2 		$2.71M Buy
11,028
+681
+7% +$152K 0.09% 178
2023
Q1 		$2.37M Buy
10,347
+1,352
+15% +$327K 0.09% 183
2022
Q4 		$2.15M Buy
8,995
+1,743
+24% +$379K 0.08% 188
2022
Q3 		$1.19M Sell
7,252
-13,496
-65% -$2.47M 0.05% 223
2022
Q2 		$3.71M Buy
+20,748
New +$4.37M 0.11% 116

Other funds holding CAT

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
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
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

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

Merit Financial Group increased its Caterpillar (CAT) stake by 5.9% in Q2 2026, buying an estimated $2.38M and bringing the position to 48,984 shares worth $52.2M. The position accounts for 0.32% of the portfolio, ranked #62.

Merit Financial Group first reported a position in CAT in Q2 2022 and has held it in 17 quarters since. 736 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Merit Financial Group held 48,984 shares of Caterpillar worth $52.2M as of Q2 2026.
  • Merit Financial Group bought 2,714 Caterpillar shares in Q2 2026, an estimated $2.38M.
  • Caterpillar made up 0.32% of Merit Financial Group's portfolio in Q2 2026, its #62 holding.
  • Merit Financial Group first reported a position in Caterpillar in Q2 2022 and has held it in 17 quarters since.
  • 736 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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