DB Fitzpatrick & Co’s Caterpillar CAT Stock Holding History

DB Fitzpatrick & Co’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	$93.7K	Hold	88	–	–	0.08%	55
2026 Q1	$62.3K	Hold	88	–	–	0.05%	56
2025 Q4	$50.4K	Hold	88	–	–	0.04%	55
2025 Q3	$42K	Hold	88	–	–	0.04%	57
2025 Q2	$34.2K	Hold	88	–	–	0.03%	63
2025 Q1	$29K	Hold	88	–	–	0.03%	63
2024 Q4	$31.9K	Hold	88	–	–	0.03%	61
2024 Q3	$34.4K	Hold	88	–	–	0.03%	59
2024 Q2	$29.3K	Hold	88	–	–	0.03%	62
2024 Q1	$32.2K	Hold	88	–	–	0.03%	63
2023 Q4	$26K	Hold	88	–	–	0.02%	65
2023 Q3	$24K	Hold	88	–	–	0.03%	60
2023 Q2	$21.7K	Hold	88	–	–	0.02%	62
2023 Q1	$20.1K	Sell	88 -80	-48%	-$19.3K	0.02%	61
2022 Q4	$40.2K	Hold	168	–	–	0.05%	60
2022 Q3	$28K	Hold	168	–	–	0.03%	58
2022 Q2	$30K	Sell	168 -34	-17%	-$7.17K	0.03%	64
2022 Q1	$45K	Hold	202	–	–	0.04%	61
2021 Q4	$42K	Buy	+202	New	+$40.7K	0.04%	67

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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 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 Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

DB Fitzpatrick & Co's CAT Position: Q2 2026 in Review

DB Fitzpatrick & Co held its Caterpillar (CAT) position steady in Q2 2026 at 88 shares worth $93.7K. The position accounts for 0.08% of the portfolio, ranked #55.

DB Fitzpatrick & Co first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. 1,899 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

DB Fitzpatrick & Co held 88 shares of Caterpillar worth $93.7K as of Q2 2026.
DB Fitzpatrick & Co left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.08% of DB Fitzpatrick & Co's portfolio in Q2 2026, its #55 holding.
DB Fitzpatrick & Co first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
1,899 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on DB Fitzpatrick & Co's 13F filing for Q2 2026, filed 15 Jul 2026.