RF
CAT icon

Roxbury Financial’s Caterpillar CAT Stock Holding History

Roxbury Financial’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 		$3.37M Sell
3,167
-27
-0.8% -$23.7K 2.67% 9
2026
Q1 		$2.26M Sell
3,194
-10
-0.3% -$6.93K 2.03% 13
2025
Q4 		$1.84M Sell
3,204
-6
-0.2% -$3.33K 1.65% 15
2025
Q3 		$1.53M Sell
3,210
-70
-2% -$29.9K 1.41% 21
2025
Q2 		$1.27M Sell
3,280
-48
-1% -$16K 1.24% 23
2025
Q1 		$1.14M Sell
3,328
-18
-0.5% -$6.41K 1.12% 24
2024
Q4 		$1.36M Buy
+3,346
New +$1.3M 1.31% 22

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

Roxbury Financial's CAT Position: Q2 2026 in Review

Roxbury Financial reduced its Caterpillar (CAT) stake by 0.85% in Q2 2026, selling an estimated $23.7K and leaving 3,167 shares worth $3.37M. The position accounts for 2.67% of the portfolio, ranked #9.

Roxbury Financial first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Roxbury Financial held 3,167 shares of Caterpillar worth $3.37M as of Q2 2026.
  • Roxbury Financial sold 27 Caterpillar shares in Q2 2026, an estimated $23.7K.
  • Caterpillar made up 2.67% of Roxbury Financial's portfolio in Q2 2026, its #9 holding.
  • Roxbury Financial first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.