SF
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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
Q2 		$1.56M Sell
1,865
-509
-21% -$447K 0.74% 39
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Sun Financial's CAT Position: Q2 2026 in Review

Sun Financial reduced its Caterpillar (CAT) stake by 21% in Q2 2026, selling an estimated $447K and leaving 1,865 shares worth $1.56M. The position accounts for 0.74% of the portfolio, ranked #39.

Sun Financial first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.18M in Q1 2026. 4,066 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Sun Financial held 1,865 shares of Caterpillar worth $1.56M as of Q2 2026.
  • Sun Financial sold 509 Caterpillar shares in Q2 2026, an estimated $447K.
  • Caterpillar made up 0.74% of Sun Financial's portfolio in Q2 2026, its #39 holding.
  • Sun Financial first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • Sun Financial's Caterpillar position peaked at $2.18M in Q1 2026.
  • 4,066 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Sun Financial's 13F filing for Q2 2026, filed 12 Aug 2026.