SFG
CAT icon

Southern Financial Group’s Caterpillar CAT Stock Holding History

Southern 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 		$779K Sell
731
-99
-12% -$87K 0.2% 25
2026
Q1 		$588K Sell
830
-63
-7% -$43.6K 0.16% 28
2025
Q4 		$511K Buy
+893
New +$496K 0.15% 34

Other funds holding CAT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

Southern Financial Group reduced its Caterpillar (CAT) stake by 12% in Q2 2026, selling an estimated $87K and leaving 731 shares worth $779K. The position accounts for 0.2% of the portfolio, ranked #25.

Southern Financial Group first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 2,384 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Southern Financial Group held 731 shares of Caterpillar worth $779K as of Q2 2026.
  • Southern Financial Group sold 99 Caterpillar shares in Q2 2026, an estimated $87K.
  • Caterpillar made up 0.2% of Southern Financial Group's portfolio in Q2 2026, its #25 holding.
  • Southern Financial Group first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 2,384 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Southern Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.