Wall Street Financial Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Other funds holding CAT
Wall Street Financial Group's CAT Position: Q2 2026 in Review
Wall Street Financial Group increased its Caterpillar (CAT) stake by 9.5% in Q2 2026, buying an estimated $87.8K and bringing the position to 1,153 shares worth $1.23M. The position accounts for 0.66% of the portfolio, ranked #39.
Wall Street Financial Group first reported a position in CAT in Q3 2024 and has held it in 6 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Wall Street Financial Group held 1,153 shares of Caterpillar worth $1.23M as of Q2 2026.
- Wall Street Financial Group bought 100 Caterpillar shares in Q2 2026, an estimated $87.8K.
- Caterpillar made up 0.66% of Wall Street Financial Group's portfolio in Q2 2026, its #39 holding.
- Wall Street Financial Group first reported a position in Caterpillar in Q3 2024 and has held it in 6 quarters since.
- 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Wall Street Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.