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Sunburst Financial Group’s Caterpillar CAT Stock Holding History

Sunburst Financial 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 		$781K Buy
733
+121
+20% +$106K 0.13% 64
2026
Q1 		$434K Buy
612
+21
+4% +$14.5K 0.08% 84
2025
Q4 		$339K Buy
591
+100
+20% +$55.6K 0.07% 89
2025
Q3 		$234K Buy
+491
New +$210K 0.05% 108
2024
Q4 		– Sell
-1,549
Closed -$606K – 110
2024
Q3 		$606K Hold
1,549
– – 0.15% 66
2024
Q2 		$516K Hold
1,549
– – 0.14% 69
2024
Q1 		$563K Sell
1,549
-54
-3% -$17.3K 0.16% 66
2023
Q4 		$474K Sell
1,603
-12
-0.7% -$3.11K 0.15% 67
2023
Q3 		$441K Sell
1,615
-10
-0.6% -$2.71K 0.16% 64
2023
Q2 		$400K Buy
1,625
+5
+0.3% +$1.11K 0.14% 68
2023
Q1 		$371K Sell
1,620
-47
-3% -$11.4K 0.14% 68
2022
Q4 		$399K Hold
1,667
– – 0.16% 66
2022
Q3 		$274K Hold
1,667
– – 0.13% 73
2022
Q2 		$298K Hold
1,667
– – 0.14% 71
2022
Q1 		$371K Hold
1,667
– – 0.18% 56
2021
Q4 		$345K Buy
1,667
+5
+0.3% +$1.01K 0.18% 52
2021
Q3 		$319K Hold
1,662
– – 0.2% 49
2021
Q2 		$362K Hold
1,662
– – 0.23% 46
2021
Q1 		$385K Hold
1,662
– – 0.27% 42
2020
Q4 		$303K Sell
1,662
-103
-6% -$17.5K 0.23% 44
2020
Q3 		$263K Hold
1,765
– – 0.22% 47
2020
Q2 		$223K Buy
+1,765
New +$209K 0.2% 50
2020
Q1 		– Sell
-1,674
Closed -$247K – 54
2019
Q4 		$247K Buy
+1,674
New +$234K 0.22% 56

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

Sunburst Financial Group's CAT Position: Q2 2026 in Review

Sunburst Financial Group increased its Caterpillar (CAT) stake by 20% in Q2 2026, buying an estimated $106K and bringing the position to 733 shares worth $781K. The position accounts for 0.13% of the portfolio, ranked #64.

Sunburst Financial Group first reported a position in CAT in Q4 2019 and has held it in 23 quarters since. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Sunburst Financial Group held 733 shares of Caterpillar worth $781K as of Q2 2026.
  • Sunburst Financial Group bought 121 Caterpillar shares in Q2 2026, an estimated $106K.
  • Caterpillar made up 0.13% of Sunburst Financial Group's portfolio in Q2 2026, its #64 holding.
  • Sunburst Financial Group first reported a position in Caterpillar in Q4 2019 and has held it in 23 quarters since.
  • 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Sunburst Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.