FMB Wealth Management’s Caterpillar CAT Stock Holding History

FMB Wealth 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	$412K	Buy	387 +4	+1%	+$3.51K	0.15%	54
2026 Q1	$271K	Sell	383 -110	-22%	-$76.2K	0.11%	64
2025 Q4	$282K	Hold	493	–	–	0.11%	71
2025 Q3	$235K	Buy	+493	New	+$210K	0.1%	74
2023 Q1	–	Sell	-1,170	Closed	-$280K	–	54
2022 Q4	$280K	Buy	+1,170	New	+$255K	0.36%	37

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FMB Wealth Management's CAT Position: Q2 2026 in Review

FMB Wealth Management increased its Caterpillar (CAT) stake by 1% in Q2 2026, buying an estimated $3.51K and bringing the position to 387 shares worth $412K. The position accounts for 0.15% of the portfolio, ranked #54.

FMB Wealth Management first reported a position in CAT in Q4 2022 and has held it in 5 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

FMB Wealth Management held 387 shares of Caterpillar worth $412K as of Q2 2026.
FMB Wealth Management bought 4 Caterpillar shares in Q2 2026, an estimated $3.51K.
Caterpillar made up 0.15% of FMB Wealth Management's portfolio in Q2 2026, its #54 holding.
FMB Wealth Management first reported a position in Caterpillar in Q4 2022 and has held it in 5 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on FMB Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.