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Fiducient Advisors’s Caterpillar CAT Stock Holding History

Fiducient Advisors’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 		$351K Hold
330
– – 0.05% 119
2026
Q1 		$234K Sell
330
-27
-8% -$18.7K 0.03% 125
2025
Q4 		$205K Buy
+357
New +$198K 0.03% 166
2025
Q1 		– Sell
-4,216
Closed -$1.53M – 159
2024
Q4 		$1.53M Buy
+4,216
New +$1.64M 0.19% 48
2024
Q2 		– Sell
-2,477
Closed -$908K – 145
2024
Q1 		$908K Buy
2,477
+57
+2% +$18.2K 0.18% 55
2023
Q4 		$716K Buy
+2,420
New +$628K 0.13% 60

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

Fiducient Advisors's CAT Position: Q2 2026 in Review

Fiducient Advisors held its Caterpillar (CAT) position steady in Q2 2026 at 330 shares worth $351K. The position accounts for 0.05% of the portfolio, ranked #119.

Fiducient Advisors first reported a position in CAT in Q4 2023 and has held it in 6 quarters since. The position peaked at $1.53M in Q4 2024. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Fiducient Advisors held 330 shares of Caterpillar worth $351K as of Q2 2026.
  • Fiducient Advisors left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.05% of Fiducient Advisors's portfolio in Q2 2026, its #119 holding.
  • Fiducient Advisors first reported a position in Caterpillar in Q4 2023 and has held it in 6 quarters since.
  • Fiducient Advisors's Caterpillar position peaked at $1.53M in Q4 2024.
  • 4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Fiducient Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.