Strategic Financial Concepts’s Caterpillar CAT Stock Holding History

Strategic Financial Concepts’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	$682K	Buy	640 +69	+12%	+$60.6K	0.2%	109
2026 Q1	$411K	Buy	+571	New	+$395K	0.1%	177
2025 Q4	–	Sell	-926	Closed	-$442K	–	142
2025 Q3	$442K	Buy	926 +17	+2%	+$7.26K	0.06%	151
2025 Q2	$359K	Buy	909 +200	+28%	+$66.7K	0.05%	181
2025 Q1	$234K	Buy	709 +7	+1%	+$2.49K	0.04%	284
2024 Q4	$255K	Buy	702 +76	+12%	+$29.5K	0.05%	274
2024 Q3	$245K	Sell	626 -200,028	-100%	-$69.1M	0.08%	209
2024 Q2	$25.9K	Buy	200,654 +199,948	+28,321%	+$69.3M	0.02%	306
2024 Q1	$259K	Buy	+706	New	+$226K	0.06%	254

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

Strategic Financial Concepts's CAT Position: Q2 2026 in Review

Strategic Financial Concepts increased its Caterpillar (CAT) stake by 12% in Q2 2026, buying an estimated $60.6K and bringing the position to 640 shares worth $682K. The position accounts for 0.2% of the portfolio, ranked #109.

Strategic Financial Concepts first reported a position in CAT in Q1 2024 and has held it in 9 quarters since. 1,994 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Strategic Financial Concepts held 640 shares of Caterpillar worth $682K as of Q2 2026.
Strategic Financial Concepts bought 69 Caterpillar shares in Q2 2026, an estimated $60.6K.
Caterpillar made up 0.2% of Strategic Financial Concepts's portfolio in Q2 2026, its #109 holding.
Strategic Financial Concepts first reported a position in Caterpillar in Q1 2024 and has held it in 9 quarters since.
1,994 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.