Fidelity D&D Bancorp’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$404K Sell
379
-12
-3% -$10.5K 0.14% 66
2026
Q1
$277K Hold
391
– – 0.11% 79
2025
Q4
$224K Sell
391
-52
-12% -$28.9K 0.1% 95
2025
Q3
$211K Buy
+443
New +$189K 0.12% 98
2025
Q2
– Sell
-743
Closed -$245K – 111
2025
Q1
$245K Hold
743
– – 0.16% 90
2024
Q4
$270K Buy
743
+167
+29% +$64.8K 0.18% 81
2024
Q3
$225K Buy
+576
New +$199K 0.15% 96
2024
Q2
– Sell
-576
Closed -$211K – 106
2024
Q1
$211K Buy
+576
New +$184K 0.16% 98
2023
Q1
$211K Buy
+576
New +$139K 0.16% 98

Other funds holding CAT

Fidelity D&D Bancorp's CAT Position: Q2 2026 in Review

Fidelity D&D Bancorp reduced its Caterpillar (CAT) stake by 3.1% in Q2 2026, selling an estimated $10.5K and leaving 379 shares worth $404K. The position accounts for 0.14% of the portfolio, ranked #66.

Fidelity D&D Bancorp first reported a position in CAT in Q1 2023 and has held it in 9 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Fidelity D&D Bancorp held 379 shares of Caterpillar worth $404K as of Q2 2026.
  • Fidelity D&D Bancorp sold 12 Caterpillar shares in Q2 2026, an estimated $10.5K.
  • Caterpillar made up 0.14% of Fidelity D&D Bancorp's portfolio in Q2 2026, its #66 holding.
  • Fidelity D&D Bancorp first reported a position in Caterpillar in Q1 2023 and has held it in 9 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Fidelity D&D Bancorp's 13F filing for Q2 2026, filed 6 Aug 2026.