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Fairvoy Private Wealth’s Caterpillar CAT Stock Holding History

Fairvoy Private Wealth’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 		$6.03M Buy
5,666
+3,845
+211% +$3.38M 1.22% 25
2026
Q1 		$1.29M Sell
1,821
-146
-7% -$101K 0.31% 76
2025
Q4 		$1.13M Sell
1,967
-86
-4% -$47.8K 0.25% 81
2025
Q3 		$979K Sell
2,053
-18
-0.9% -$7.68K 0.22% 89
2025
Q2 		$804K Sell
2,071
-41
-2% -$13.7K 0.2% 96
2025
Q1 		$697K Buy
2,112
+20
+1% +$7.12K 0.19% 95
2024
Q4 		$759K Buy
+2,092
New +$811K 0.2% 91

Other funds holding CAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Fairvoy Private Wealth's CAT Position: Q2 2026 in Review

Fairvoy Private Wealth increased its Caterpillar (CAT) stake by 211% in Q2 2026, buying an estimated $3.38M and bringing the position to 5,666 shares worth $6.03M. The position accounts for 1.22% of the portfolio, ranked #25.

Fairvoy Private Wealth first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 837 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Fairvoy Private Wealth held 5,666 shares of Caterpillar worth $6.03M as of Q2 2026.
  • Fairvoy Private Wealth bought 3,845 Caterpillar shares in Q2 2026, an estimated $3.38M.
  • Caterpillar made up 1.22% of Fairvoy Private Wealth's portfolio in Q2 2026, its #25 holding.
  • Fairvoy Private Wealth first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 837 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Fairvoy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.