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Fonville Wealth Management’s Caterpillar CAT Stock Holding History

Fonville 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 		$537K Buy
504
+47
+10% +$41.3K 0.09% 92
2026
Q1 		$324K Buy
457
+72
+19% +$49.9K 0.06% 101
2025
Q4 		$221K Buy
+385
New +$214K 0.05% 121
2024
Q4 		– Sell
-527
Closed -$206K – 108
2024
Q3 		$206K Buy
+527
New +$182K 0.07% 115

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

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

Fonville Wealth Management increased its Caterpillar (CAT) stake by 10% in Q2 2026, buying an estimated $41.3K and bringing the position to 504 shares worth $537K. The position accounts for 0.09% of the portfolio, ranked #92.

Fonville Wealth Management first reported a position in CAT in Q3 2024 and has held it in 4 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Fonville Wealth Management held 504 shares of Caterpillar worth $537K as of Q2 2026.
  • Fonville Wealth Management bought 47 Caterpillar shares in Q2 2026, an estimated $41.3K.
  • Caterpillar made up 0.09% of Fonville Wealth Management's portfolio in Q2 2026, its #92 holding.
  • Fonville Wealth Management first reported a position in Caterpillar in Q3 2024 and has held it in 4 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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