FCP
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Fidelis Capital Partners’s Caterpillar CAT Stock Holding History

Fidelis Capital Partners’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 Buy
15,894
+944
+6% +$829K 0.97% 22
2026
Q1 		$10.6M Buy
14,950
+1,268
+9% +$878K 0.75% 30
2025
Q4 		$7.84M Buy
13,682
+1,985
+17% +$1.1M 0.57% 37
2025
Q3 		$5.58M Buy
11,697
+1,452
+14% +$620K 0.44% 46
2025
Q2 		$4.38M Buy
10,245
+275
+3% +$91.7K 0.4% 51
2025
Q1 		$3.06M Sell
9,970
-35
-0.3% -$12.5K 0.32% 66
2024
Q4 		$3.62M Buy
10,005
+1,321
+15% +$512K 0.36% 55
2024
Q3 		$3.35M Buy
8,684
+456
+6% +$157K 0.4% 47
2024
Q2 		$2.68M Buy
8,228
+1,997
+32% +$692K 0.38% 48
2024
Q1 		$2.28M Buy
6,231
+1,861
+43% +$595K 0.35% 56
2023
Q4 		$1.29M Buy
4,370
+1,292
+42% +$335K 0.29% 71
2023
Q3 		$840K Buy
3,078
+133
+5% +$36.1K 0.29% 74
2023
Q2 		$725K Buy
2,945
+35
+1% +$7.8K 0.26% 91
2023
Q1 		$626K Buy
+2,910
New +$704K 0.27% 96

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

Fidelis Capital Partners's CAT Position: Q2 2026 in Review

Fidelis Capital Partners increased its Caterpillar (CAT) stake by 6.3% in Q2 2026, buying an estimated $829K and bringing the position to 15,894 shares worth $16.9M. The position accounts for 0.97% of the portfolio, ranked #22.

Fidelis Capital Partners first reported a position in CAT in Q1 2023 and has held it in 14 quarters since. 4,052 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Fidelis Capital Partners held 15,894 shares of Caterpillar worth $16.9M as of Q2 2026.
  • Fidelis Capital Partners bought 944 Caterpillar shares in Q2 2026, an estimated $829K.
  • Caterpillar made up 0.97% of Fidelis Capital Partners's portfolio in Q2 2026, its #22 holding.
  • Fidelis Capital Partners first reported a position in Caterpillar in Q1 2023 and has held it in 14 quarters since.
  • 4,052 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Fidelis Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.