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Fermata Advisors’s Caterpillar CAT Stock Holding History

Fermata Advisors’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 		$569K Buy
534
+60
+13% +$52.7K 0.12% 146
2026
Q1 		$336K Buy
474
+7
+1% +$4.85K 0.08% 172
2025
Q4 		$268K Buy
467
+3
+0.6% +$1.67K 0.06% 180
2025
Q3 		$221K Sell
464
-89
-16% -$38K 0.06% 196
2025
Q2 		$215K Sell
553
-1,822
-77% -$607K 0.06% 208
2025
Q1 		$783K Buy
2,375
+544
+30% +$194K 0.14% 116
2024
Q4 		$664K Buy
+1,831
New +$710K 0.12% 120

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Fermata Advisors's CAT Position: Q2 2026 in Review

Fermata Advisors increased its Caterpillar (CAT) stake by 13% in Q2 2026, buying an estimated $52.7K and bringing the position to 534 shares worth $569K. The position accounts for 0.12% of the portfolio, ranked #146.

Fermata Advisors first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $783K in Q1 2025. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Fermata Advisors held 534 shares of Caterpillar worth $569K as of Q2 2026.
  • Fermata Advisors bought 60 Caterpillar shares in Q2 2026, an estimated $52.7K.
  • Caterpillar made up 0.12% of Fermata Advisors's portfolio in Q2 2026, its #146 holding.
  • Fermata Advisors first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • Fermata Advisors's Caterpillar position peaked at $783K in Q1 2025.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.