ZF
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Zhang Financial’s Caterpillar CAT Stock Holding History

Zhang Financial’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 		$12.1M Buy
11,361
+20
+0.2% +$17.6K 0.35% 51
2026
Q1 		$8.03M Buy
11,341
+856
+8% +$593K 0.28% 53
2025
Q4 		$6.01M Sell
10,485
-91
-0.9% -$50.6K 0.22% 61
2025
Q3 		$5.05M Buy
10,576
+284
+3% +$121K 0.21% 61
2025
Q2 		$4M Sell
10,292
-193
-2% -$64.3K 0.18% 71
2025
Q1 		$3.46M Buy
10,485
+1,327
+14% +$473K 0.18% 68
2024
Q4 		$3.32M Buy
9,158
+736
+9% +$285K 0.19% 64
2024
Q3 		$3.29M Buy
8,422
+227
+3% +$78.4K 0.21% 62
2024
Q2 		$2.73M Buy
8,195
+176
+2% +$61K 0.19% 68
2024
Q1 		$2.94M Buy
8,019
+1,426
+22% +$456K 0.22% 63
2023
Q4 		$1.95M Buy
6,593
+456
+7% +$118K 0.17% 72
2023
Q3 		$1.68M Buy
6,137
+402
+7% +$109K 0.17% 75
2023
Q2 		$1.42M Buy
5,735
+823
+17% +$183K 0.15% 85
2023
Q1 		$1.12M Buy
4,912
+271
+6% +$65.5K 0.13% 97
2022
Q4 		$1.11M Buy
4,641
+1,397
+43% +$304K 0.14% 88
2022
Q3 		$532K Sell
3,244
-10
-0.3% -$1.83K 0.08% 128
2022
Q2 		$582K Buy
3,254
+604
+23% +$127K 0.09% 119
2022
Q1 		$590K Buy
2,650
+134
+5% +$28.1K 0.1% 120
2021
Q4 		$520K Buy
2,516
+214
+9% +$43.1K 0.09% 117
2021
Q3 		$442K Buy
2,302
+122
+6% +$25.4K 0.1% 101
2021
Q2 		$474K Sell
2,180
-281
-11% -$64.9K 0.12% 82
2021
Q1 		$571K Hold
2,461
– – 0.15% 69
2020
Q4 		$448K Buy
2,461
+291
+13% +$49.3K 0.14% 68
2020
Q3 		$324K Hold
2,170
– – 0.12% 71
2020
Q2 		$275K Sell
2,170
-200
-8% -$23.7K 0.11% 76
2020
Q1 		$275K Hold
2,370
– – 0.12% 74
2019
Q4 		$350K Hold
2,370
– – 0.13% 72
2019
Q3 		$299K Hold
2,370
– – 0.13% 71
2019
Q2 		$323K Sell
2,370
-270
-10% -$35.7K 0.14% 65
2019
Q1 		$358K Hold
2,640
– – 0.15% 63
2018
Q4 		$335K Buy
2,640
+452
+21% +$58.8K 0.16% 58
2018
Q3 		$333K Hold
2,188
– – 0.16% 56
2018
Q2 		$298K Hold
2,188
– – 0.15% 60
2018
Q1 		$315K Sell
2,188
-211
-9% -$33.3K 0.16% 58
2017
Q4 		$398K Hold
2,399
– – 0.19% 52
2017
Q3 		$304K Sell
2,399
-200
-8% -$23K 0.15% 60
2017
Q2 		$280K Buy
2,599
+200
+8% +$20.3K 0.15% 60
2017
Q1 		$398K Sell
2,399
-683
-22% -$64.7K 0.2% 50
2016
Q4 		$291K Sell
3,082
-2,199
-42% -$199K 0.16% 58
2016
Q3 		$469K Buy
5,281
+300
+6% +$24.5K 0.26% 45
2016
Q2 		$378K Hold
4,981
– – 0.21% 52
2016
Q1 		$381K Buy
4,981
+1,200
+32% +$80.5K 0.22% 50
2015
Q4 		$257K Sell
3,781
-627
-14% -$43.8K 0.15% 64
2015
Q3 		$288K Buy
4,408
+627
+17% +$48K 0.18% 55
2015
Q2 		$321K Hold
3,781
– – 0.21% 51
2015
Q1 		$303K Hold
3,781
– – 0.19% 56
2014
Q4 		$346K Sell
3,781
-9,815
-72% -$955K 0.23% 46
2014
Q3 		$1.35M Buy
+13,596
New +$1.44M 0.92% 20

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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

Zhang Financial's CAT Position: Q2 2026 in Review

Zhang Financial increased its Caterpillar (CAT) stake by 0.18% in Q2 2026, buying an estimated $17.6K and bringing the position to 11,361 shares worth $12.1M. The position accounts for 0.35% of the portfolio, ranked #51.

Zhang Financial first reported a position in CAT in Q3 2014 and has held it in 48 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Zhang Financial held 11,361 shares of Caterpillar worth $12.1M as of Q2 2026.
  • Zhang Financial bought 20 Caterpillar shares in Q2 2026, an estimated $17.6K.
  • Caterpillar made up 0.35% of Zhang Financial's portfolio in Q2 2026, its #51 holding.
  • Zhang Financial first reported a position in Caterpillar in Q3 2014 and has held it in 48 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.