Nadler Financial Group’s Caterpillar CAT Stock Holding History

Nadler 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	$1.78M	Hold	1,675	–	–	0.15%	47
2026 Q1	$1.19M	Buy	1,675 +50	+3%	+$34.6K	0.11%	55
2025 Q4	$931K	Buy	1,625 +54	+3%	+$30K	0.09%	59
2025 Q3	$750K	Buy	1,571 +125	+9%	+$53.4K	0.07%	61
2025 Q2	$561K	Hold	1,446	–	–	0.06%	71
2025 Q1	$477K	Hold	1,446	–	–	0.05%	75
2024 Q4	$525K	Hold	1,446	–	–	0.06%	70
2024 Q3	$566K	Hold	1,446	–	–	0.06%	63
2024 Q2	$482K	Hold	1,446	–	–	0.06%	65
2024 Q1	$530K	Buy	1,446 +13	+0.9%	+$4.16K	0.07%	63
2023 Q4	$424K	Hold	1,433	–	–	0.06%	67
2023 Q3	$391K	Buy	1,433 +47	+3%	+$12.8K	0.06%	67
2023 Q2	$341K	Hold	1,386	–	–	0.05%	75
2023 Q1	$317K	Buy	1,386 +18	+1%	+$4.35K	0.05%	82
2022 Q4	$328K	Buy	1,368 +3	+0.2%	+$653	0.06%	78
2022 Q3	$224K	Hold	1,365	–	–	0.04%	90
2022 Q2	$244K	Hold	1,365	–	–	0.04%	88
2022 Q1	$304K	Sell	1,365 -104	-7%	-$21.8K	0.05%	86
2021 Q4	$304K	Hold	1,469	–	–	0.04%	94
2021 Q3	$282K	Buy	1,469 +1	+0.1%	+$208	0.05%	94
2021 Q2	$320K	Hold	1,468	–	–	0.05%	87
2021 Q1	$340K	Buy	+1,468	New	+$304K	0.06%	78

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

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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

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

Nadler Financial Group held its Caterpillar (CAT) position steady in Q2 2026 at 1,675 shares worth $1.78M. The position accounts for 0.15% of the portfolio, ranked #47.

Nadler Financial Group first reported a position in CAT in Q1 2021 and has held it in 22 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Nadler Financial Group held 1,675 shares of Caterpillar worth $1.78M as of Q2 2026.
Nadler Financial Group left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.15% of Nadler Financial Group's portfolio in Q2 2026, its #47 holding.
Nadler Financial Group first reported a position in Caterpillar in Q1 2021 and has held it in 22 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Nadler Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.