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Nikulski Financial’s Caterpillar CAT Stock Holding History

Nikulski Financial’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 		$1.72M Hold
1,618
– – 0.37% 74
2026
Q1 		$1.15M Hold
1,618
– – 0.28% 85
2025
Q4 		$927K Buy
+1,618
New +$899K 0.22% 91
2018
Q1 		– Sell
-1,348
Closed -$212K – 79
2017
Q4 		$212K Buy
+1,348
New +$187K 0.23% 70

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Nikulski Financial's CAT Position: Q2 2026 in Review

Nikulski Financial held its Caterpillar (CAT) position steady in Q2 2026 at 1,618 shares worth $1.72M. The position accounts for 0.37% of the portfolio, ranked #74.

Nikulski Financial first reported a position in CAT in Q4 2017 and has held it in 4 quarters since. 1,873 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Nikulski Financial held 1,618 shares of Caterpillar worth $1.72M as of Q2 2026.
  • Nikulski Financial left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.37% of Nikulski Financial's portfolio in Q2 2026, its #74 holding.
  • Nikulski Financial first reported a position in Caterpillar in Q4 2017 and has held it in 4 quarters since.
  • 1,873 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Nikulski Financial's 13F filing for Q2 2026, filed 28 Jul 2026.