S&A Financial Services’s Caterpillar CAT Stock Holding History

S&A Financial Services’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	$319K	Hold	300	–	–	0.2%	69
2026 Q1	$213K	Buy	+300	New	+$208K	0.15%	85

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

S&A Financial Services's CAT Position: Q2 2026 in Review

S&A Financial Services held its Caterpillar (CAT) position steady in Q2 2026 at 300 shares worth $319K. The position accounts for 0.2% of the portfolio, ranked #69.

S&A Financial Services first reported a position in CAT in Q1 2026 and has held it in 2 quarters since. 4,022 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

S&A Financial Services held 300 shares of Caterpillar worth $319K as of Q2 2026.
S&A Financial Services left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.2% of S&A Financial Services's portfolio in Q2 2026, its #69 holding.
S&A Financial Services first reported a position in Caterpillar in Q1 2026 and has held it in 2 quarters since.
4,022 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on S&A Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.