FIC
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FCG Investment Company’s Caterpillar CAT Stock Holding History

FCG Investment Company’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 		$4.09M Buy
3,843
+2,406
+167% +$2.11M 1.42% 15
2026
Q1 		$1.02M Buy
+1,437
New +$995K 0.45% 54
2024
Q3 		– Sell
-3,060
Closed -$1.02M – 98
2024
Q2 		$1.02M Buy
3,060
+133
+5% +$46.1K 0.77% 39
2024
Q1 		$1.07M Sell
2,927
-1,082
-27% -$346K 0.86% 35
2023
Q4 		$1.19M Buy
+4,009
New +$1.04M 1.16% 28

Other funds holding CAT

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
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
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

FCG Investment Company's CAT Position: Q2 2026 in Review

FCG Investment Company increased its Caterpillar (CAT) stake by 167% in Q2 2026, buying an estimated $2.11M and bringing the position to 3,843 shares worth $4.09M. The position accounts for 1.42% of the portfolio, ranked #15.

FCG Investment Company first reported a position in CAT in Q4 2023 and has held it in 5 quarters since. 1,773 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • FCG Investment Company held 3,843 shares of Caterpillar worth $4.09M as of Q2 2026.
  • FCG Investment Company bought 2,406 Caterpillar shares in Q2 2026, an estimated $2.11M.
  • Caterpillar made up 1.42% of FCG Investment Company's portfolio in Q2 2026, its #15 holding.
  • FCG Investment Company first reported a position in Caterpillar in Q4 2023 and has held it in 5 quarters since.
  • 1,773 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on FCG Investment Company's 13F filing for Q2 2026, filed 13 Jul 2026.