Fire Capital Management
CAT icon

Fire Capital Management’s Caterpillar CAT Stock Holding History

Fire Capital Management’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
Q3 		$3.07M Buy
3,781
+102
+3% +$86.5K 0.8% 31
2026
Q2 		$3.92M Sell
3,679
-573
-13% -$503K 1.59% 15
2026
Q1 		$3.01M Sell
4,252
-12
-0.3% -$8.31K 1.41% 19
2025
Q4 		$2.44M Sell
4,264
-155
-4% -$86.1K 1.22% 23
2025
Q3 		$2.11M Buy
4,419
+50
+1% +$21.3K 1.21% 23
2025
Q2 		$1.7M Buy
4,369
+328
+8% +$109K 1.08% 27
2025
Q1 		$1.33M Buy
4,041
+120
+3% +$42.7K 0.98% 27
2024
Q4 		$1.42M Buy
+3,921
New +$1.52M 1.06% 26

Other funds holding CAT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fire Capital Management's CAT Position: Q3 2026 in Review

Fire Capital Management increased its Caterpillar (CAT) stake by 2.8% in Q3 2026, buying an estimated $86.5K and bringing the position to 3,781 shares worth $3.07M. The position accounts for 0.8% of the portfolio, ranked #31.

Fire Capital Management first reported a position in CAT in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.92M in Q2 2026. 3,332 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Fire Capital Management held 3,781 shares of Caterpillar worth $3.07M as of Q3 2026.
  • Fire Capital Management bought 102 Caterpillar shares in Q3 2026, an estimated $86.5K.
  • Caterpillar made up 0.8% of Fire Capital Management's portfolio in Q3 2026, its #31 holding.
  • Fire Capital Management first reported a position in Caterpillar in Q4 2024 and has held it in 8 quarters since.
  • Fire Capital Management's Caterpillar position peaked at $3.92M in Q2 2026.
  • 3,332 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Fire Capital Management's 13F filing for Q3 2026, filed 27 Oct 2026.