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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
2020
Q3 		– Sell
-200
Closed -$26K – 548
2020
Q2 		$26K Buy
+200
New +$23.7K 0.01% 264

Other funds holding CAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
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
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
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
II
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. 958 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.
  • 958 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.