RFG
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Range Financial Group’s Caterpillar CAT Stock Holding History

Range 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 		$1.44M Sell
1,354
-97
-7% -$85.2K 0.39% 81
2026
Q1 		$1.03M Sell
1,451
-15
-1% -$10.4K 0.35% 93
2025
Q4 		$840K Buy
1,466
+12
+0.8% +$6.67K 0.29% 99
2025
Q3 		$694K Buy
1,454
+42
+3% +$17.9K 0.25% 109
2025
Q2 		$548K Buy
1,412
+25
+2% +$8.33K 0.22% 117
2025
Q1 		$457K Sell
1,387
-783
-36% -$279K 0.2% 118
2024
Q4 		$787K Buy
2,170
+752
+53% +$292K 0.36% 88
2024
Q3 		$555K Sell
1,418
-631
-31% -$218K 0.76% 31
2024
Q2 		$683K Buy
2,049
+58
+3% +$20.1K 0.35% 87
2024
Q1 		$730K Buy
1,991
+38
+2% +$12.1K 0.38% 88
2023
Q4 		$577K Sell
1,953
-694
-26% -$180K 0.35% 99
2023
Q3 		$723K Buy
2,647
+56
+2% +$15.2K 0.48% 72
2023
Q2 		$638K Sell
2,591
-7
-0.3% -$1.56K 0.41% 86
2023
Q1 		$595K Sell
2,598
-2
-0.1% -$484 0.39% 95
2022
Q4 		$623K Buy
2,600
+819
+46% +$178K 0.42% 101
2022
Q3 		$292K Buy
1,781
+10
+0.6% +$1.83K 0.23% 132
2022
Q2 		$317K Sell
1,771
-253
-13% -$53.3K 0.23% 131
2022
Q1 		$451K Buy
2,024
+13
+0.6% +$2.73K 0.29% 115
2021
Q4 		$416K Sell
2,011
-39
-2% -$7.85K 0.27% 111
2021
Q3 		$394K Buy
2,050
+251
+14% +$52.3K 0.28% 114
2021
Q2 		$392K Buy
1,799
+564
+46% +$130K 0.29% 111
2021
Q1 		$286K Buy
+1,235
New +$256K 0.26% 114

Other funds holding CAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

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

Range Financial Group reduced its Caterpillar (CAT) stake by 6.7% in Q2 2026, selling an estimated $85.2K and leaving 1,354 shares worth $1.44M. The position accounts for 0.39% of the portfolio, ranked #81.

Range Financial Group first reported a position in CAT in Q1 2021 and has held it in 22 quarters since. 736 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Range Financial Group held 1,354 shares of Caterpillar worth $1.44M as of Q2 2026.
  • Range Financial Group sold 97 Caterpillar shares in Q2 2026, an estimated $85.2K.
  • Caterpillar made up 0.39% of Range Financial Group's portfolio in Q2 2026, its #81 holding.
  • Range Financial Group first reported a position in Caterpillar in Q1 2021 and has held it in 22 quarters since.
  • 736 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Range Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.