FIA
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FNY Investment Advisers’s Caterpillar CAT Stock Holding History

FNY Investment Advisers’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
2023
Q1 		– Sell
-5
Closed -$1K – 583
2022
Q4 		$1K Buy
+5
New +$1.09K ﹤0.01% 439
2018
Q4 		– Sell
-50
Closed -$7K – 720
2018
Q3 		$7K Buy
+50
New +$7.07K ﹤0.01% 575

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

FNY Investment Advisers's CAT Position: Q2 2026 in Review

FNY Investment Advisers opened a new position in Caterpillar (CAT) in Q2 2026: 750 shares worth $798K. The stake represents 0.29% of the portfolio and ranks #110 among its holdings. This is a return to the name: FNY Investment Advisers previously reported a position in CAT as recently as Q3 2025.

FNY Investment Advisers first reported a position in CAT in Q2 2019 and has held it in 6 quarters since. The position peaked at $1.37M in Q3 2024. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • FNY Investment Advisers held 750 shares of Caterpillar worth $798K as of Q2 2026.
  • Caterpillar was a new FNY Investment Advisers position in Q2 2026.
  • Caterpillar made up 0.29% of FNY Investment Advisers's portfolio in Q2 2026, its #110 holding.
  • FNY Investment Advisers first reported a position in Caterpillar in Q2 2019 and has held it in 6 quarters since.
  • FNY Investment Advisers's Caterpillar position peaked at $1.37M in Q3 2024.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on FNY Investment Advisers's 13F filing for Q2 2026, filed 8 Jul 2026.