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Stonebridge Financial Group, LLC/CA’s Caterpillar CAT Stock Holding History

Stonebridge Financial Group, LLC/CA’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 		$2.57M Buy
+2,410
New +$2.12M 0.36% 61

Other funds holding CAT

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's CAT Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in Caterpillar (CAT) in Q2 2026: 2,410 shares worth $2.57M. The stake represents 0.36% of the portfolio and ranks #61 among its holdings.

3,534 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Stonebridge Financial Group, LLC/CA held 2,410 shares of Caterpillar worth $2.57M as of Q2 2026.
  • Caterpillar was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
  • Caterpillar made up 0.36% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #61 holding.
  • 3,534 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.