Trademark Financial Management’s Caterpillar CAT Stock Holding History

Trademark Financial Management’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	$233K	Buy	+219	New	+$192K	0.1%	99

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Trademark Financial Management's CAT Position: Q2 2026 in Review

Trademark Financial Management opened a new position in Caterpillar (CAT) in Q2 2026: 219 shares worth $233K. The stake represents 0.1% of the portfolio and ranks #99 among its holdings.

1,994 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Trademark Financial Management held 219 shares of Caterpillar worth $233K as of Q2 2026.
Caterpillar was a new Trademark Financial Management position in Q2 2026.
Caterpillar made up 0.1% of Trademark Financial Management's portfolio in Q2 2026, its #99 holding.
1,994 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Trademark Financial Management's 13F filing for Q2 2026, filed 27 Jul 2026.