PSFG
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Park Square Financial Group’s Caterpillar CAT Stock Holding History

Park Square 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 		$13.8K Sell
13
-3
-19% -$2.63K 0.13% 51
2026
Q1 		$11.3K Buy
+16
New +$11.1K 0.09% 76
2025
Q3 		– Sell
-520
Closed -$202K – 365
2025
Q2 		$202K Sell
520
-3
-0.6% -$1K 0.15% 104
2025
Q1 		$172K Sell
523
-235
-31% -$83.7K 0.14% 103
2024
Q4 		$275K Buy
+758
New +$294K 0.19% 67

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Park Square Financial Group's CAT Position: Q2 2026 in Review

Park Square Financial Group reduced its Caterpillar (CAT) stake by 19% in Q2 2026, selling an estimated $2.63K and leaving 13 shares worth $13.8K. The position accounts for 0.13% of the portfolio, ranked #51.

Park Square Financial Group first reported a position in CAT in Q4 2024 and has held it in 5 quarters since. The position peaked at $275K in Q4 2024. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Park Square Financial Group held 13 shares of Caterpillar worth $13.8K as of Q2 2026.
  • Park Square Financial Group sold 3 Caterpillar shares in Q2 2026, an estimated $2.63K.
  • Caterpillar made up 0.13% of Park Square Financial Group's portfolio in Q2 2026, its #51 holding.
  • Park Square Financial Group first reported a position in Caterpillar in Q4 2024 and has held it in 5 quarters since.
  • Park Square Financial Group's Caterpillar position peaked at $275K in Q4 2024.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.