FFO
CAT icon

Fiduciary Family Office’s Caterpillar CAT Stock Holding History

Fiduciary Family Office’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 		$2.41M Buy
2,265
+37
+2% +$32.5K 0.6% 33
2026
Q1 		$1.58M Buy
2,228
+11
+0.5% +$7.62K 0.45% 47
2025
Q4 		$1.27M Sell
2,217
-95
-4% -$52.8K 0.37% 51
2025
Q3 		$1.1M Sell
2,312
-487
-17% -$208K 0.31% 58
2025
Q2 		$1.09M Sell
2,799
-190
-6% -$63.3K 0.36% 58
2025
Q1 		$986K Buy
+2,989
New +$1.06M 0.33% 63
2024
Q4 		– Sell
-2,952
Closed -$1.15M – 106
2024
Q3 		$1.15M Sell
2,952
-358
-11% -$124K 0.38% 54
2024
Q2 		$1.1M Sell
3,310
-240
-7% -$83.2K 0.44% 56
2024
Q1 		$1.3M Buy
3,550
+496
+16% +$159K 0.51% 48
2023
Q4 		$903K Buy
+3,054
New +$792K 0.39% 50

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

Fiduciary Family Office's CAT Position: Q2 2026 in Review

Fiduciary Family Office increased its Caterpillar (CAT) stake by 1.7% in Q2 2026, buying an estimated $32.5K and bringing the position to 2,265 shares worth $2.41M. The position accounts for 0.6% of the portfolio, ranked #33.

Fiduciary Family Office first reported a position in CAT in Q4 2023 and has held it in 10 quarters since. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Fiduciary Family Office held 2,265 shares of Caterpillar worth $2.41M as of Q2 2026.
  • Fiduciary Family Office bought 37 Caterpillar shares in Q2 2026, an estimated $32.5K.
  • Caterpillar made up 0.6% of Fiduciary Family Office's portfolio in Q2 2026, its #33 holding.
  • Fiduciary Family Office first reported a position in Caterpillar in Q4 2023 and has held it in 10 quarters since.
  • 4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Fiduciary Family Office's 13F filing for Q2 2026, filed 5 Aug 2026.