Toth Financial Advisory’s Caterpillar CAT Stock Holding History

Toth Financial Advisory’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	$2.73M	Sell	2,566 -73	-3%	-$64.1K	0.27%	92
2026 Q1	$1.87M	Sell	2,639 -43	-2%	-$29.8K	0.21%	101
2025 Q4	$1.54M	Buy	2,682 +8	+0.3%	+$4.45K	0.17%	113
2025 Q3	$1.28M	Buy	2,674 +1	+0%	+$427	0.14%	119
2025 Q2	$1.04M	Buy	2,673 +1	+0%	+$333	0.12%	126
2025 Q1	$881K	Sell	2,672 -83	-3%	-$29.6K	0.11%	129
2024 Q4	$1,000K	Sell	2,755 -63	-2%	-$24.4K	0.12%	124
2024 Q3	$1.1M	Sell	2,818 -57	-2%	-$19.7K	0.13%	116
2024 Q2	$958K	Sell	2,875 -2	-0.1%	-$693	0.12%	124
2024 Q1	$1.05M	Sell	2,877 -138	-5%	-$44.1K	0.13%	120
2023 Q4	$892K	Sell	3,015 -2,951	-49%	-$766K	0.12%	120
2023 Q3	$1.63M	Buy	5,966 +2,949	+98%	+$800K	0.25%	99
2023 Q2	$742K	Sell	3,017 -18	-0.6%	-$4.01K	0.11%	129
2023 Q1	$694K	Sell	3,035 -948	-24%	-$229K	0.11%	128
2022 Q4	$954K	Buy	3,983 +1,173	+42%	+$255K	0.15%	109
2022 Q3	$461K	Buy	2,810 +35	+1%	+$6.39K	0.08%	140
2022 Q2	$496K	Buy	2,775 +52	+2%	+$11K	0.09%	137
2022 Q1	$607K	Sell	2,723 -10	-0.4%	-$2.1K	0.09%	148
2021 Q4	$565K	Sell	2,733 -18	-0.7%	-$3.62K	0.08%	167
2021 Q3	$528K	Buy	2,751 +109	+4%	+$22.7K	0.08%	152
2021 Q2	$575K	Buy	2,642 +226	+9%	+$52.2K	0.09%	143
2021 Q1	$560K	Buy	2,416 +2	+0.1%	+$414	0.09%	153
2020 Q4	$439K	Buy	2,414 +263	+12%	+$44.6K	0.08%	145
2020 Q3	$321K	Sell	2,151 -3	-0.1%	-$421	0.06%	156
2020 Q2	$272K	Sell	2,154 -746	-26%	-$88.4K	0.06%	153
2020 Q1	$336K	Sell	2,900 -386	-12%	-$49.3K	0.1%	110
2019 Q4	$485K	Sell	3,286 -170	-5%	-$23.7K	0.1%	135
2019 Q3	$437K	Buy	3,456 +10	+0.3%	+$1.27K	0.1%	119
2019 Q2	$470K	Buy	3,446 +7	+0.2%	+$925	0.11%	110
2019 Q1	$466K	Sell	3,439 -23	-0.7%	-$3.06K	0.11%	114
2018 Q4	$440K	Sell	3,462 -330	-9%	-$42.9K	0.12%	103
2018 Q3	$578K	Sell	3,792 -188	-5%	-$26.6K	0.13%	109
2018 Q2	$540K	Buy	3,980 +7	+0.2%	+$1.05K	0.13%	117
2018 Q1	$586K	Sell	3,973 -43	-1%	-$6.79K	0.14%	111
2017 Q4	$633K	Buy	4,016 +21	+0.5%	+$2.91K	0.15%	110
2017 Q3	$498K	Buy	3,995 +80	+2%	+$9.21K	0.13%	119
2017 Q2	$421K	Buy	3,915 +10	+0.3%	+$1.02K	0.11%	118
2017 Q1	$362K	Sell	3,905 -5,482	-58%	-$519K	0.1%	118
2016 Q4	$871K	Buy	9,387 +7,094	+309%	+$643K	0.25%	90
2016 Q3	$204K	Buy	+2,293	New	+$188K	0.06%	119
2015 Q1	–	Sell	-2,759	Closed	-$253K	–	116
2014 Q4	$253K	Buy	2,759 +164	+6%	+$16K	0.09%	109
2014 Q3	$257K	Buy	2,595 +41	+2%	+$4.35K	0.1%	104
2014 Q2	$278K	Buy	2,554 +161	+7%	+$16.9K	0.11%	100
2014 Q1	$238K	Buy	+2,393	New	+$226K	0.1%	102

Other funds holding CAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Toth Financial Advisory's CAT Position: Q2 2026 in Review

Toth Financial Advisory reduced its Caterpillar (CAT) stake by 2.8% in Q2 2026, selling an estimated $64.1K and leaving 2,566 shares worth $2.73M. The position accounts for 0.27% of the portfolio, ranked #92.

Toth Financial Advisory first reported a position in CAT in Q1 2014 and has held it in 44 quarters since. 957 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Toth Financial Advisory held 2,566 shares of Caterpillar worth $2.73M as of Q2 2026.
Toth Financial Advisory sold 73 Caterpillar shares in Q2 2026, an estimated $64.1K.
Caterpillar made up 0.27% of Toth Financial Advisory's portfolio in Q2 2026, its #92 holding.
Toth Financial Advisory first reported a position in Caterpillar in Q1 2014 and has held it in 44 quarters since.
957 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.