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Fiduciary Financial Group’s Caterpillar CAT Stock Holding History

Fiduciary Financial Group’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 		$1.3M Buy
1,224
+102
+9% +$89.6K 0.15% 97
2026
Q1 		$795K Sell
1,122
-12
-1% -$8.31K 0.11% 126
2025
Q4 		$650K Buy
1,134
+20
+2% +$11.1K 0.09% 139
2025
Q3 		$532K Sell
1,114
-799
-42% -$341K 0.08% 143
2025
Q2 		$748K Buy
1,913
+857
+81% +$286K 0.14% 102
2025
Q1 		$305K Sell
1,056
-773
-42% -$275K 0.07% 188
2024
Q4 		$642K Sell
1,829
-29
-2% -$11.2K 0.14% 99
2024
Q3 		$721K Buy
1,858
+43
+2% +$14.8K 0.17% 80
2024
Q2 		$654K Buy
+1,815
New +$629K 0.16% 84

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Fiduciary Financial Group's CAT Position: Q2 2026 in Review

Fiduciary Financial Group increased its Caterpillar (CAT) stake by 9.1% in Q2 2026, buying an estimated $89.6K and bringing the position to 1,224 shares worth $1.3M. The position accounts for 0.15% of the portfolio, ranked #97.

Fiduciary Financial Group first reported a position in CAT in Q2 2024 and has held it in 9 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Fiduciary Financial Group held 1,224 shares of Caterpillar worth $1.3M as of Q2 2026.
  • Fiduciary Financial Group bought 102 Caterpillar shares in Q2 2026, an estimated $89.6K.
  • Caterpillar made up 0.15% of Fiduciary Financial Group's portfolio in Q2 2026, its #97 holding.
  • Fiduciary Financial Group first reported a position in Caterpillar in Q2 2024 and has held it in 9 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.