FORA Capital’s Caterpillar CAT Stock Holding History

FORA Capital’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 Q1	$19.6M	Buy	27,673 +4,908	+22%	+$3.4M	1.44%	11
2025 Q4	$13M	Buy	22,765 +22,172	+3,739%	+$12.3M	1.58%	8
2025 Q3	$283K	Buy	+593	New	+$253K	0.05%	383
2025 Q1	–	Sell	-12,311	Closed	-$4.47M	–	514
2024 Q4	$4.47M	Buy	+12,311	New	+$4.77M	0.51%	63
2024 Q3	–	Sell	-14,144	Closed	-$4.71M	–	454
2024 Q2	$4.71M	Buy	+14,144	New	+$4.9M	0.57%	49
2023 Q1	–	Sell	-20,336	Closed	-$4.87M	–	539
2022 Q4	$4.87M	Sell	20,336 -11,668	-36%	-$2.54M	0.79%	27
2022 Q3	$5.25M	Buy	+32,004	New	+$5.85M	1.01%	17
2022 Q2	–	Sell	-5,219	Closed	-$1.16M	–	451
2022 Q1	$1.16M	Buy	+5,219	New	+$1.09M	0.21%	137
2021 Q4	–	Sell	-3,937	Closed	-$756K	–	326
2021 Q3	$756K	Buy	+3,937	New	+$820K	0.19%	147
2021 Q1	–	Sell	-13,381	Closed	-$2.44M	–	801
2020 Q4	$2.44M	Buy	+13,381	New	+$2.27M	0.37%	54
2020 Q3	–	Sell	-2,333	Closed	-$295K	–	686
2020 Q2	$295K	Buy	+2,333	New	+$277K	0.1%	260

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FORA Capital's CAT Position: Q1 2026 in Review

FORA Capital increased its Caterpillar (CAT) stake by 22% in Q1 2026, buying an estimated $3.4M and bringing the position to 27,673 shares worth $19.6M. The position accounts for 1.44% of the portfolio, ranked #11.

FORA Capital first reported a position in CAT in Q2 2020 and has held it in 11 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

FORA Capital held 27,673 shares of Caterpillar worth $19.6M as of Q1 2026.
FORA Capital bought 4,908 Caterpillar shares in Q1 2026, an estimated $3.4M.
Caterpillar made up 1.44% of FORA Capital's portfolio in Q1 2026, its #11 holding.
FORA Capital first reported a position in Caterpillar in Q2 2020 and has held it in 11 quarters since.
3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on FORA Capital's 13F filing for Q1 2026, filed 15 May 2026.