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Taylor Financial Group’s Caterpillar CAT Stock Holding History

Taylor 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 		$1.88M Hold
1,768
– – 1.03% 22
2026
Q1 		$1.25M Buy
1,768
+15
+0.9% +$10.4K 0.76% 32
2025
Q4 		$1M Sell
1,753
-26
-1% -$14.5K 0.59% 37
2025
Q3 		$849K Hold
1,779
– – 0.49% 40
2025
Q2 		$691K Sell
1,779
-26
-1% -$8.67K 0.43% 47
2025
Q1 		$595K Hold
1,805
– – 0.41% 49
2024
Q4 		$655K Hold
1,805
– – 0.45% 47
2024
Q3 		$706K Hold
1,805
– – 0.49% 44
2024
Q2 		$601K Hold
1,805
– – 0.46% 47
2024
Q1 		$661K Hold
1,805
– – 0.5% 47
2023
Q4 		$534K Buy
+1,805
New +$468K 0.44% 50

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Asset Management One
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Taylor Financial Group held its Caterpillar (CAT) position steady in Q2 2026 at 1,768 shares worth $1.88M. The position accounts for 1.03% of the portfolio, ranked #22.

Taylor Financial Group first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 1,885 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Taylor Financial Group held 1,768 shares of Caterpillar worth $1.88M as of Q2 2026.
  • Taylor Financial Group left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 1.03% of Taylor Financial Group's portfolio in Q2 2026, its #22 holding.
  • Taylor Financial Group first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
  • 1,885 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Taylor Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.