Security Financial Services’s Caterpillar CAT Stock Holding History

Security 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	$3.73M	Sell	3,500 -165	-5%	-$145K	0.52%	46
2026 Q1	$2.6M	Buy	3,665 +56	+2%	+$38.8K	0.41%	52
2025 Q4	$2.07M	Buy	3,609 +16	+0.4%	+$8.89K	0.32%	55
2025 Q3	$1.71M	Buy	3,593 +74	+2%	+$31.6K	0.28%	60
2025 Q2	$1.37M	Buy	3,519 +81	+2%	+$27K	0.24%	65
2025 Q1	$1.13M	Buy	3,438 +30	+0.9%	+$10.7K	0.23%	67
2024 Q4	$1.24M	Buy	3,408 +74	+2%	+$28.7K	0.25%	67
2024 Q3	$1.3M	Buy	3,334 +23	+0.7%	+$7.94K	0.27%	60
2024 Q2	$1.1M	Sell	3,311 -5	-0.2%	-$1.73K	0.24%	65
2024 Q1	$1.22M	Buy	3,316 +6	+0.2%	+$1.92K	0.27%	63
2023 Q4	$979K	Hold	3,310	–	–	0.24%	68
2023 Q3	$904K	Buy	3,310 +1	+0%	+$271	0.26%	71
2023 Q2	$814K	Buy	3,309 +80	+2%	+$17.8K	0.23%	69
2023 Q1	$739K	Buy	3,229 +1	+0%	+$242	0.22%	78
2022 Q4	$773K	Hold	3,228	–	–	0.24%	76
2022 Q3	$530K	Buy	3,228 +1	+0%	+$183	0.18%	85
2022 Q2	$577K	Hold	3,227	–	–	0.18%	80
2022 Q1	$719K	Sell	3,227 -166	-5%	-$34.8K	0.23%	68
2021 Q4	$701K	Buy	+3,393	New	+$683K	0.23%	72

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

Security Financial Services's CAT Position: Q2 2026 in Review

Security Financial Services reduced its Caterpillar (CAT) stake by 4.5% in Q2 2026, selling an estimated $145K and leaving 3,500 shares worth $3.73M. The position accounts for 0.52% of the portfolio, ranked #46.

Security Financial Services first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Security Financial Services held 3,500 shares of Caterpillar worth $3.73M as of Q2 2026.
Security Financial Services sold 165 Caterpillar shares in Q2 2026, an estimated $145K.
Caterpillar made up 0.52% of Security Financial Services's portfolio in Q2 2026, its #46 holding.
Security Financial Services first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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