Sun Financial’s Caterpillar CAT Stock Holding History

Sun Financial’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 Q1	$2.18M	Sell	2,374 -81	-3%	-$56.1K	1.09%	24
2025 Q4	$1.41M	Buy	+2,455	New	+$1.36M	0.78%	34

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sun Financial's CAT Position: Q1 2026 in Review

Sun Financial reduced its Caterpillar (CAT) stake by 3.3% in Q1 2026, selling an estimated $56.1K and leaving 2,374 shares worth $2.18M. The position accounts for 1.09% of the portfolio, ranked #24.

Sun Financial first reported a position in CAT in Q4 2025 and has held it in 2 quarters since. 3,745 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Sun Financial held 2,374 shares of Caterpillar worth $2.18M as of Q1 2026.
Sun Financial sold 81 Caterpillar shares in Q1 2026, an estimated $56.1K.
Caterpillar made up 1.09% of Sun Financial's portfolio in Q1 2026, its #24 holding.
Sun Financial first reported a position in Caterpillar in Q4 2025 and has held it in 2 quarters since.
3,745 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Sun Financial's 13F filing for Q1 2026, filed 15 May 2026.