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Southland Equity Partners’s Caterpillar CAT Stock Holding History

Southland Equity Partners’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 		$1.14M Buy
1,068
+32
+3% +$28.1K 0.2% 92
2026
Q1 		$734K Buy
1,036
+106
+11% +$73.4K 0.14% 114
2025
Q4 		$533K Sell
930
-6
-0.6% -$3.33K 0.11% 136
2025
Q3 		$447K Buy
936
+7
+0.8% +$2.99K 0.09% 151
2025
Q2 		$361K Buy
929
+30
+3% +$10K 0.08% 160
2025
Q1 		$296K Buy
899
+16
+2% +$5.7K 0.07% 179
2024
Q4 		$320K Buy
883
+17
+2% +$6.59K 0.07% 166
2024
Q3 		$339K Buy
866
+80
+10% +$27.6K 0.08% 158
2024
Q2 		$262K Buy
786
+2
+0.3% +$693 0.07% 172
2024
Q1 		$287K Buy
784
+30
+4% +$9.59K 0.08% 166
2023
Q4 		$223K Buy
+754
New +$196K 0.07% 178

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Southland Equity Partners's CAT Position: Q2 2026 in Review

Southland Equity Partners increased its Caterpillar (CAT) stake by 3.1% in Q2 2026, buying an estimated $28.1K and bringing the position to 1,068 shares worth $1.14M. The position accounts for 0.2% of the portfolio, ranked #92.

Southland Equity Partners first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Southland Equity Partners held 1,068 shares of Caterpillar worth $1.14M as of Q2 2026.
  • Southland Equity Partners bought 32 Caterpillar shares in Q2 2026, an estimated $28.1K.
  • Caterpillar made up 0.2% of Southland Equity Partners's portfolio in Q2 2026, its #92 holding.
  • Southland Equity Partners first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.