Fedenia Advisers’s Caterpillar CAT Stock Holding History

Fedenia Advisers’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	$365K	Sell	343 -1	-0.3%	-$878	0.09%	89
2026 Q1	$244K	Buy	+344	New	+$238K	0.18%	85

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Fedenia Advisers's CAT Position: Q2 2026 in Review

Fedenia Advisers reduced its Caterpillar (CAT) stake by 0.29% in Q2 2026, selling an estimated $878 and leaving 343 shares worth $365K. The position accounts for 0.09% of the portfolio, ranked #89.

Fedenia Advisers first reported a position in CAT in Q1 2026 and has held it in 2 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Fedenia Advisers held 343 shares of Caterpillar worth $365K as of Q2 2026.
Fedenia Advisers sold 1 Caterpillar share in Q2 2026, an estimated $878.
Caterpillar made up 0.09% of Fedenia Advisers's portfolio in Q2 2026, its #89 holding.
Fedenia Advisers first reported a position in Caterpillar in Q1 2026 and has held it in 2 quarters since.
4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Fedenia Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.