Stonebridge Financial Planning Group’s Caterpillar CAT Stock Holding History

Stonebridge Financial Planning 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	$909K	Buy	854 +18	+2%	+$15.8K	0.29%	99
2026 Q1	$592K	Sell	836 -5	-0.6%	-$3.46K	0.22%	111
2025 Q4	$482K	Hold	841	–	–	0.17%	120
2025 Q3	$401K	Buy	841 +68	+9%	+$29K	0.15%	130
2025 Q2	$300K	Sell	773 -99	-11%	-$33K	0.13%	146
2025 Q1	$288K	Sell	872 -15	-2%	-$5.34K	0.13%	140
2024 Q4	$322K	Sell	887 -25	-3%	-$9.7K	0.14%	135
2024 Q3	$357K	Hold	912	–	–	0.17%	125
2024 Q2	$304K	Buy	912 +137	+18%	+$47.5K	0.15%	135
2024 Q1	$284K	Sell	775 -50	-6%	-$16K	0.15%	133
2023 Q4	$244K	Sell	825 -40	-5%	-$10.4K	0.14%	133
2023 Q3	$236K	Buy	865 +40	+5%	+$10.9K	0.15%	127
2023 Q2	$203K	Buy	+825	New	+$184K	0.12%	130

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stonebridge Financial Planning Group's CAT Position: Q2 2026 in Review

Stonebridge Financial Planning Group increased its Caterpillar (CAT) stake by 2.2% in Q2 2026, buying an estimated $15.8K and bringing the position to 854 shares worth $909K. The position accounts for 0.29% of the portfolio, ranked #99.

Stonebridge Financial Planning Group first reported a position in CAT in Q2 2023 and has held it in 13 quarters since. 1,994 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Stonebridge Financial Planning Group held 854 shares of Caterpillar worth $909K as of Q2 2026.
Stonebridge Financial Planning Group bought 18 Caterpillar shares in Q2 2026, an estimated $15.8K.
Caterpillar made up 0.29% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #99 holding.
Stonebridge Financial Planning Group first reported a position in Caterpillar in Q2 2023 and has held it in 13 quarters since.
1,994 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.