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Nations Financial Group’s Caterpillar CAT Stock Holding History

Nations 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 		$6.09M Sell
5,718
-123
-2% -$108K 0.29% 78
2026
Q1 		$4.14M Buy
5,841
+125
+2% +$86.6K 0.21% 118
2025
Q4 		$3.27M Buy
5,716
+359
+7% +$200K 0.17% 137
2025
Q3 		$2.56M Sell
5,357
-43
-0.8% -$18.4K 0.16% 156
2025
Q2 		$2.1M Sell
5,400
-64
-1% -$21.3K 0.14% 176
2025
Q1 		$1.8M Buy
5,464
+98
+2% +$34.9K 0.14% 180
2024
Q4 		$1.95M Sell
5,366
-128
-2% -$49.6K 0.14% 179
2024
Q3 		$2.15M Sell
5,494
-187
-3% -$64.6K 0.16% 159
2024
Q2 		$1.89M Buy
5,681
+42
+0.7% +$14.6K 0.15% 154
2024
Q1 		$2.07M Buy
5,639
+396
+8% +$127K 0.17% 138
2023
Q4 		$1.55M Buy
5,243
+461
+10% +$120K 0.14% 164
2023
Q3 		$1.31M Buy
4,782
+166
+4% +$45K 0.13% 185
2023
Q2 		$1.14M Sell
4,616
-319
-6% -$71.1K 0.11% 216
2023
Q1 		$1.13M Buy
4,935
+282
+6% +$68.2K 0.12% 206
2022
Q4 		$1.11M Sell
4,653
-864
-16% -$188K 0.13% 208
2022
Q3 		$905K Sell
5,517
-34
-0.6% -$6.21K 0.13% 189
2022
Q2 		$992K Buy
5,551
+419
+8% +$88.3K 0.13% 192
2022
Q1 		$1.14M Buy
5,132
+209
+4% +$43.8K 0.14% 178
2021
Q4 		$1.02M Buy
4,923
+457
+10% +$92K 0.13% 170
2021
Q3 		$857K Buy
4,466
+138
+3% +$28.7K 0.13% 181
2021
Q2 		$942K Sell
4,328
-90
-2% -$20.8K 0.16% 166
2021
Q1 		$1.02M Sell
4,418
-2,504
-36% -$518K 0.23% 122
2020
Q4 		$1.26M Sell
6,922
-3
-0% -$509 0.33% 81
2020
Q3 		$1.03M Sell
6,925
-178
-3% -$25K 0.32% 88
2020
Q2 		$899K Sell
7,103
-138
-2% -$16.4K 0.32% 92
2020
Q1 		$840K Buy
7,241
+20
+0.3% +$2.56K 0.36% 79
2019
Q4 		$1.07M Buy
7,221
+8
+0.1% +$1.12K 0.37% 77
2019
Q3 		$994K Buy
7,213
+670
+10% +$85.1K 0.36% 78
2019
Q2 		$892K Buy
6,543
+67
+1% +$8.85K 0.59% 41
2019
Q1 		$878K Buy
6,476
+19
+0.3% +$2.52K 0.6% 40
2018
Q4 		$821K Buy
6,457
+359
+6% +$46.7K 0.66% 37
2018
Q3 		$930K Buy
6,098
+120
+2% +$17K 0.67% 32
2018
Q2 		$811K Sell
5,978
-105
-2% -$15.7K 0.68% 34
2018
Q1 		$897K Buy
6,083
+1,758
+41% +$278K 0.82% 26
2017
Q4 		$682K Buy
4,325
+1
+0% +$139 0.63% 45
2017
Q3 		$539K Sell
4,324
-376
-8% -$43.3K 0.52% 57
2017
Q2 		$505K Buy
4,700
+661
+16% +$67.1K 0.42% 72
2017
Q1 		$375K Sell
4,039
-1,171
-22% -$111K 0.37% 81
2016
Q4 		$483K Sell
5,210
-5,753
-52% -$521K 0.52% 63
2016
Q3 		$973K Buy
10,963
+429
+4% +$35.1K 0.96% 26
2016
Q2 		$799K Buy
10,534
+1,262
+14% +$94.5K 0.84% 39
2016
Q1 		$709K Sell
9,272
-605
-6% -$40.6K 0.82% 38
2015
Q4 		$671K Buy
+9,877
New +$690K 0.87% 35

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Nations Financial Group reduced its Caterpillar (CAT) stake by 2.1% in Q2 2026, selling an estimated $108K and leaving 5,718 shares worth $6.09M. The position accounts for 0.29% of the portfolio, ranked #78.

Nations Financial Group first reported a position in CAT in Q4 2015 and has held it in 43 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Nations Financial Group held 5,718 shares of Caterpillar worth $6.09M as of Q2 2026.
  • Nations Financial Group sold 123 Caterpillar shares in Q2 2026, an estimated $108K.
  • Caterpillar made up 0.29% of Nations Financial Group's portfolio in Q2 2026, its #78 holding.
  • Nations Financial Group first reported a position in Caterpillar in Q4 2015 and has held it in 43 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.