Morris Financial Concepts’s Caterpillar CAT Stock Holding History

Morris Financial Concepts’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	$250K	Buy	+235	New	+$206K	0.08%	129

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Morris Financial Concepts's CAT Position: Q2 2026 in Review

Morris Financial Concepts opened a new position in Caterpillar (CAT) in Q2 2026: 235 shares worth $250K. The stake represents 0.08% of the portfolio and ranks #129 among its holdings.

1,873 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Morris Financial Concepts held 235 shares of Caterpillar worth $250K as of Q2 2026.
Caterpillar was a new Morris Financial Concepts position in Q2 2026.
Caterpillar made up 0.08% of Morris Financial Concepts's portfolio in Q2 2026, its #129 holding.
1,873 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.