RFA
CAT icon

Reyes Financial Architecture’s Caterpillar CAT Stock Holding History

Reyes Financial Architecture’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 		$842K Sell
791
-50
-6% -$43.9K 0.47% 26
2026
Q1 		$596K Sell
841
-99
-11% -$68.6K 0.49% 32
2025
Q4 		$538K Sell
940
-338
-26% -$188K 0.33% 40
2025
Q3 		$610K Sell
1,278
-275
-18% -$117K 0.41% 38
2025
Q2 		$603K Buy
1,553
+239
+18% +$79.7K 0.52% 35
2025
Q1 		$433K Sell
1,314
-1
-0.1% -$356 0.32% 40
2024
Q4 		$477K Buy
+1,315
New +$510K 0.38% 38

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
Asset Management One
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Reyes Financial Architecture's CAT Position: Q2 2026 in Review

Reyes Financial Architecture reduced its Caterpillar (CAT) stake by 5.9% in Q2 2026, selling an estimated $43.9K and leaving 791 shares worth $842K. The position accounts for 0.47% of the portfolio, ranked #26.

Reyes Financial Architecture first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 1,546 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Reyes Financial Architecture held 791 shares of Caterpillar worth $842K as of Q2 2026.
  • Reyes Financial Architecture sold 50 Caterpillar shares in Q2 2026, an estimated $43.9K.
  • Caterpillar made up 0.47% of Reyes Financial Architecture's portfolio in Q2 2026, its #26 holding.
  • Reyes Financial Architecture first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 1,546 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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