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TS Financial Group (TSFG)’s Caterpillar CAT Stock Holding History

TS Financial Group (TSFG)’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 		$307K Buy
289
+1
+0.3% +$878 0.04% 157
2026
Q1 		$204K Sell
288
-4
-1% -$2.77K 0.03% 183
2025
Q4 		$167K Buy
292
+38
+15% +$21.1K 0.02% 188
2025
Q3 		$121K Sell
254
-25
-9% -$10.7K 0.02% 225
2025
Q2 		$108K Buy
279
+25
+10% +$8.33K 0.02% 223
2025
Q1 		$84K Buy
254
+25
+11% +$8.9K 0.02% 243
2024
Q4 		$83K Sell
229
-300
-57% -$116K 0.02% 231
2024
Q3 		$207K Hold
529
– – 0.05% 144
2024
Q2 		$176K Sell
529
-38
-7% -$13.2K 0.04% 152
2024
Q1 		$208K Buy
567
+77
+16% +$24.6K 0.05% 141
2023
Q4 		$145K Sell
490
-78
-14% -$20.2K 0.05% 166
2023
Q3 		$155K Hold
568
– – 0.06% 157
2023
Q2 		$140K Buy
568
+8
+1% +$1.78K 0.05% 156
2023
Q1 		$128K Sell
560
-112
-17% -$27.1K 0.05% 167
2022
Q4 		$161K Sell
672
-39
-5% -$8.49K 0.06% 150
2022
Q3 		$117K Sell
711
-4
-0.6% -$731 0.05% 156
2022
Q2 		$128K Buy
715
+5
+0.7% +$1.05K 0.06% 154
2022
Q1 		$158K Buy
710
+1
+0.1% +$210 0.06% 151
2021
Q4 		$147K Sell
709
-78
-10% -$15.7K 0.05% 161
2021
Q3 		$151K Sell
787
-44
-5% -$9.16K 0.06% 164
2021
Q2 		$181K Buy
831
+108
+15% +$24.9K 0.07% 142
2021
Q1 		$168K Buy
723
+107
+17% +$22.2K 0.09% 121
2020
Q4 		$112K Sell
616
-8
-1% -$1.36K 0.06% 147
2020
Q3 		$93K Hold
624
– – 0.06% 146
2020
Q2 		$79K Hold
624
– – 0.05% 156
2020
Q1 		$72K Sell
624
-16
-3% -$2.04K 0.06% 150
2019
Q4 		$95K Hold
640
– – 0.07% 143
2019
Q3 		$81K Buy
640
+20
+3% +$2.54K 0.06% 159
2019
Q2 		$84K Hold
620
– – 0.07% 158
2019
Q1 		$84K Buy
+620
New +$82.4K 0.07% 150

Other funds holding CAT

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
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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

TS Financial Group (TSFG)'s CAT Position: Q2 2026 in Review

TS Financial Group (TSFG) increased its Caterpillar (CAT) stake by 0.35% in Q2 2026, buying an estimated $878 and bringing the position to 289 shares worth $307K. The position accounts for 0.04% of the portfolio, ranked #157.

TS Financial Group (TSFG) first reported a position in CAT in Q1 2019 and has held it in 30 quarters since. 1,762 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • TS Financial Group (TSFG) held 289 shares of Caterpillar worth $307K as of Q2 2026.
  • TS Financial Group (TSFG) bought 1 Caterpillar share in Q2 2026, an estimated $878.
  • Caterpillar made up 0.04% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #157 holding.
  • TS Financial Group (TSFG) first reported a position in Caterpillar in Q1 2019 and has held it in 30 quarters since.
  • 1,762 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.