Onyx Financial Advisors’s Caterpillar CAT Stock Holding History

Onyx Financial Advisors’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	$1.13M	Buy	1,066 +2	+0.2%	+$1.76K	0.41%	14
2026 Q1	$754K	Buy	1,064 +2	+0.2%	+$1.39K	0.31%	14
2025 Q4	$608K	Buy	1,062 +3	+0.3%	+$1.67K	0.26%	15
2025 Q3	$505K	Buy	1,059 +4	+0.4%	+$1.71K	0.22%	15
2025 Q2	$410K	Buy	1,055 +4	+0.4%	+$1.33K	0.19%	15
2025 Q1	$347K	Buy	1,051 +4	+0.4%	+$1.43K	0.18%	14
2024 Q4	$380K	Buy	1,047 +4	+0.4%	+$1.55K	0.21%	14
2024 Q3	$408K	Buy	1,043 +4	+0.4%	+$1.38K	0.22%	13
2024 Q2	$346K	Buy	1,039 +4	+0.4%	+$1.39K	0.21%	13
2024 Q1	$379K	Buy	1,035 +4	+0.4%	+$1.28K	0.23%	13
2023 Q4	$305K	Buy	+1,031	New	+$267K	0.22%	13

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Onyx Financial Advisors's CAT Position: Q2 2026 in Review

Onyx Financial Advisors increased its Caterpillar (CAT) stake by 0.19% in Q2 2026, buying an estimated $1.76K and bringing the position to 1,066 shares worth $1.13M. The position accounts for 0.41% of the portfolio, ranked #14.

Onyx Financial Advisors first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Onyx Financial Advisors held 1,066 shares of Caterpillar worth $1.13M as of Q2 2026.
Onyx Financial Advisors bought 2 Caterpillar shares in Q2 2026, an estimated $1.76K.
Caterpillar made up 0.41% of Onyx Financial Advisors's portfolio in Q2 2026, its #14 holding.
Onyx Financial Advisors first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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