Fisher Funds Management’s Caterpillar CAT Stock Holding History

Fisher Funds 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 Q2	$6.41M	Sell	6,023 -4,000	-40%	-$3.51M	0.18%	114
2026 Q1	$7.1M	Hold	10,023	–	–	0.21%	106
2025 Q4	$5.74M	Hold	10,023	–	–	0.15%	114
2025 Q3	$4.78M	Hold	10,023	–	–	0.13%	117
2025 Q2	$3.89M	Hold	10,023	–	–	0.09%	128
2025 Q1	$3.31M	Hold	10,023	–	–	0.08%	142
2024 Q4	$3.64M	Buy	+10,023	New	+$3.89M	0.09%	138

Other funds holding CAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

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

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Fisher Funds Management's CAT Position: Q2 2026 in Review

Fisher Funds Management reduced its Caterpillar (CAT) stake by 40% in Q2 2026, selling an estimated $3.51M and leaving 6,023 shares worth $6.41M. The position accounts for 0.18% of the portfolio, ranked #114.

Fisher Funds Management first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.1M in Q1 2026. 736 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Fisher Funds Management held 6,023 shares of Caterpillar worth $6.41M as of Q2 2026.
Fisher Funds Management sold 4,000 Caterpillar shares in Q2 2026, an estimated $3.51M.
Caterpillar made up 0.18% of Fisher Funds Management's portfolio in Q2 2026, its #114 holding.
Fisher Funds Management first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
Fisher Funds Management's Caterpillar position peaked at $7.1M in Q1 2026.
736 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Fisher Funds Management's 13F filing for Q2 2026, filed 14 Jul 2026.