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Putney Financial Group’s Caterpillar CAT Stock Holding History

Putney 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 		$236K Buy
+222
New +$195K 0.21% 69
2025
Q3 		– Sell
-92
Closed -$35.7K – 108
2025
Q2 		$35.7K Hold
92
– – 0.04% 143
2025
Q1 		$30.3K Sell
92
-186
-67% -$66.3K 0.03% 140
2024
Q4 		$101K Buy
+278
New +$108K 0.09% 94

Other funds holding CAT

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
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
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

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

Putney Financial Group opened a new position in Caterpillar (CAT) in Q2 2026: 222 shares worth $236K. The stake represents 0.21% of the portfolio and ranks #69 among its holdings. This is a return to the name: Putney Financial Group previously reported a position in CAT as recently as Q2 2025.

Putney Financial Group first reported a position in CAT in Q4 2024 and has held it in 4 quarters since. 1,241 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Putney Financial Group held 222 shares of Caterpillar worth $236K as of Q2 2026.
  • Caterpillar was a new Putney Financial Group position in Q2 2026.
  • Caterpillar made up 0.21% of Putney Financial Group's portfolio in Q2 2026, its #69 holding.
  • Putney Financial Group first reported a position in Caterpillar in Q4 2024 and has held it in 4 quarters since.
  • 1,241 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Putney Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.