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Sovereign Financial Group’s Caterpillar CAT Stock Holding History

Sovereign 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 		$2.34M Buy
2,196
+60
+3% +$52.7K 0.36% 45
2026
Q1 		$1.51M Buy
2,136
+36
+2% +$24.9K 0.26% 69
2025
Q4 		$1.2M Buy
2,100
+51
+2% +$28.3K 0.21% 86
2025
Q3 		$978K Buy
2,049
+48
+2% +$20.5K 0.18% 106
2025
Q2 		$777K Buy
2,001
+14
+0.7% +$4.67K 0.16% 120
2025
Q1 		$655K Buy
1,987
+189
+11% +$67.3K 0.15% 127
2024
Q4 		$652K Buy
1,798
+25
+1% +$9.7K 0.15% 128
2024
Q3 		$694K Sell
1,773
-51
-3% -$17.6K 0.16% 120
2024
Q2 		$608K Buy
1,824
+14
+0.8% +$4.85K 0.15% 126
2024
Q1 		$663K Buy
1,810
+60
+3% +$19.2K 0.18% 115
2023
Q4 		$517K Buy
1,750
+94
+6% +$24.4K 0.16% 128
2023
Q3 		$452K Sell
1,656
-179
-10% -$48.6K 0.16% 132
2023
Q2 		$452K Buy
1,835
+91
+5% +$20.3K 0.15% 146
2023
Q1 		$399K Buy
1,744
+5
+0.3% +$1.21K 0.15% 145
2022
Q4 		$417K Buy
1,739
+96
+6% +$20.9K 0.16% 139
2022
Q3 		$270K Buy
1,643
+15
+0.9% +$2.74K 0.11% 167
2022
Q2 		$291K Buy
1,628
+15
+0.9% +$3.16K 0.11% 160
2022
Q1 		$359K Buy
1,613
+244
+18% +$51.2K 0.13% 154
2021
Q4 		$283K Buy
+1,369
New +$276K 0.11% 166

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

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

Sovereign Financial Group increased its Caterpillar (CAT) stake by 2.8% in Q2 2026, buying an estimated $52.7K and bringing the position to 2,196 shares worth $2.34M. The position accounts for 0.36% of the portfolio, ranked #45.

Sovereign Financial Group first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Sovereign Financial Group held 2,196 shares of Caterpillar worth $2.34M as of Q2 2026.
  • Sovereign Financial Group bought 60 Caterpillar shares in Q2 2026, an estimated $52.7K.
  • Caterpillar made up 0.36% of Sovereign Financial Group's portfolio in Q2 2026, its #45 holding.
  • Sovereign Financial Group first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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