FMI
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F/M Investments’s Caterpillar CAT Stock Holding History

F/M Investments’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 		$16.9M Sell
15,836
-1,020
-6% -$896K 0.86% 23
2026
Q1 		$11.9M Sell
16,856
-3,311
-16% -$2.29M 0.79% 32
2025
Q4 		$11.6M Sell
20,167
-1,553
-7% -$863K 0.44% 46
2025
Q3 		$10.4M Sell
21,720
-173
-0.8% -$73.9K 0.4% 57
2025
Q2 		$8.5M Sell
21,893
-15,592
-42% -$5.2M 0.31% 69
2025
Q1 		$12.4M Sell
37,485
-1,674
-4% -$596K 0.49% 43
2024
Q4 		$14.2M Buy
39,159
+7,595
+24% +$2.95M 0.52% 36
2024
Q3 		$12.3M Sell
31,564
-1,344
-4% -$464K 0.39% 74
2024
Q2 		$11M Buy
+32,908
New +$11.4M 0.4% 78
2021
Q2 		– Sell
-9,647
Closed -$2.24M – 71
2021
Q1 		$2.24M Buy
+9,647
New +$2M 1.77% 17

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
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
Vanguard Portfolio Management
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
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

F/M Investments's CAT Position: Q2 2026 in Review

F/M Investments reduced its Caterpillar (CAT) stake by 6.1% in Q2 2026, selling an estimated $896K and leaving 15,836 shares worth $16.9M. The position accounts for 0.86% of the portfolio, ranked #23.

F/M Investments first reported a position in CAT in Q1 2021 and has held it in 10 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • F/M Investments held 15,836 shares of Caterpillar worth $16.9M as of Q2 2026.
  • F/M Investments sold 1,020 Caterpillar shares in Q2 2026, an estimated $896K.
  • Caterpillar made up 0.86% of F/M Investments's portfolio in Q2 2026, its #23 holding.
  • F/M Investments first reported a position in Caterpillar in Q1 2021 and has held it in 10 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.