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Fiduciary Alliance’s Caterpillar CAT Stock Holding History

Fiduciary Alliance’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 		$3.31M Sell
3,112
-73
-2% -$64.1K 0.22% 123
2026
Q1 		$2.45M Buy
3,185
+1,024
+47% +$709K 0.15% 160
2025
Q4 		$1.24M Buy
2,161
+66
+3% +$36.7K 0.08% 217
2025
Q3 		$1,000K Sell
2,095
-49
-2% -$20.9K 0.07% 237
2025
Q2 		$832K Buy
2,144
+512
+31% +$171K 0.06% 245
2025
Q1 		$538K Sell
1,632
-113
-6% -$40.3K 0.05% 243
2024
Q4 		$633K Buy
1,745
+558
+47% +$216K 0.06% 210
2024
Q3 		$464K Buy
1,187
+248
+26% +$85.6K 0.06% 162
2024
Q2 		$308K Buy
+939
New +$326K 0.05% 163
2023
Q3 		– Sell
-272
Closed -$66.9K – 276
2023
Q2 		$66.9K Buy
+272
New +$60.6K 0.01% 273
2023
Q1 		– Sell
-551
Closed -$132K – 251
2022
Q4 		$132K Buy
+551
New +$120K 0.03% 149

Other funds holding CAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Fiduciary Alliance's CAT Position: Q2 2026 in Review

Fiduciary Alliance reduced its Caterpillar (CAT) stake by 2.3% in Q2 2026, selling an estimated $64.1K and leaving 3,112 shares worth $3.31M. The position accounts for 0.22% of the portfolio, ranked #123.

Fiduciary Alliance first reported a position in CAT in Q4 2022 and has held it in 11 quarters since. 957 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Fiduciary Alliance held 3,112 shares of Caterpillar worth $3.31M as of Q2 2026.
  • Fiduciary Alliance sold 73 Caterpillar shares in Q2 2026, an estimated $64.1K.
  • Caterpillar made up 0.22% of Fiduciary Alliance's portfolio in Q2 2026, its #123 holding.
  • Fiduciary Alliance first reported a position in Caterpillar in Q4 2022 and has held it in 11 quarters since.
  • 957 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.