Uptown Financial Advisors’s Caterpillar CAT Stock Holding History

Uptown Financial Advisors’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	$266K	Buy	+250	New	+$220K	0.18%	67

Other funds holding CAT

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

Uptown Financial Advisors's CAT Position: Q2 2026 in Review

Uptown Financial Advisors opened a new position in Caterpillar (CAT) in Q2 2026: 250 shares worth $266K. The stake represents 0.18% of the portfolio and ranks #67 among its holdings.

1,072 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Uptown Financial Advisors held 250 shares of Caterpillar worth $266K as of Q2 2026.
Caterpillar was a new Uptown Financial Advisors position in Q2 2026.
Caterpillar made up 0.18% of Uptown Financial Advisors's portfolio in Q2 2026, its #67 holding.
1,072 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Uptown Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.