Quantum Financial Advisors’s Caterpillar CAT Stock Holding History

Quantum 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	$1.85M	Buy	1,736 +73	+4%	+$64.1K	0.18%	57
2026 Q1	$1.18M	Sell	1,663 -1,290	-44%	-$893K	0.13%	64
2025 Q4	$1.69M	Buy	2,953 +1,403	+91%	+$780K	0.19%	57
2025 Q3	$740K	Hold	1,550	–	–	0.09%	79
2025 Q2	$602K	Hold	1,550	–	–	0.08%	86
2025 Q1	$511K	Hold	1,550	–	–	0.08%	93
2024 Q4	$562K	Hold	1,550	–	–	0.09%	85
2024 Q3	$606K	Sell	1,550 -22	-1%	-$7.6K	0.09%	86
2024 Q2	$524K	Buy	1,572 +20	+1%	+$6.93K	0.09%	86
2024 Q1	$569K	Hold	1,552	–	–	0.1%	81
2023 Q4	$459K	Hold	1,552	–	–	0.11%	54
2023 Q3	$424K	Hold	1,552	–	–	0.12%	61
2023 Q2	$382K	Hold	1,552	–	–	0.11%	53
2023 Q1	$355K	Hold	1,552	–	–	0.11%	55
2022 Q4	$372K	Buy	1,552 +9	+0.6%	+$1.96K	0.17%	44
2022 Q3	$253K	Buy	1,543 +6	+0.4%	+$1.1K	0.11%	59
2022 Q2	$293K	Buy	+1,537	New	+$324K	0.11%	60

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Quantum Financial Advisors increased its Caterpillar (CAT) stake by 4.4% in Q2 2026, buying an estimated $64.1K and bringing the position to 1,736 shares worth $1.85M. The position accounts for 0.18% of the portfolio, ranked #57.

Quantum Financial Advisors first reported a position in CAT in Q2 2022 and has held it in 17 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Quantum Financial Advisors held 1,736 shares of Caterpillar worth $1.85M as of Q2 2026.
Quantum Financial Advisors bought 73 Caterpillar shares in Q2 2026, an estimated $64.1K.
Caterpillar made up 0.18% of Quantum Financial Advisors's portfolio in Q2 2026, its #57 holding.
Quantum Financial Advisors first reported a position in Caterpillar in Q2 2022 and has held it in 17 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.