SFP
CAT icon

Strategic Financial Partners’s Caterpillar CAT Stock Holding History

Strategic Financial 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 		$559K Buy
524
+51
+11% +$44.8K 0.21% 57
2026
Q1 		$336K Hold
473
– – 0.15% 62
2025
Q4 		$271K Hold
473
– – 0.12% 70
2025
Q3 		$226K Buy
+473
New +$202K 0.1% 73

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

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

Strategic Financial Partners increased its Caterpillar (CAT) stake by 11% in Q2 2026, buying an estimated $44.8K and bringing the position to 524 shares worth $559K. The position accounts for 0.21% of the portfolio, ranked #57.

Strategic Financial Partners first reported a position in CAT in Q3 2025 and has held it in 4 quarters since. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Strategic Financial Partners held 524 shares of Caterpillar worth $559K as of Q2 2026.
  • Strategic Financial Partners bought 51 Caterpillar shares in Q2 2026, an estimated $44.8K.
  • Caterpillar made up 0.21% of Strategic Financial Partners's portfolio in Q2 2026, its #57 holding.
  • Strategic Financial Partners first reported a position in Caterpillar in Q3 2025 and has held it in 4 quarters since.
  • 4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Strategic Financial Partners's 13F filing for Q2 2026, filed 3 Aug 2026.