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 Q2	–	Sell	-27,673	Closed	-$19.6M	–	390
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

FORA Capital's CAT Position: Q2 2026 in Review

FORA Capital sold out of Caterpillar (CAT) in Q2 2026, closing a stake of 27,673 shares — an estimated $19.6M sold.

FORA Capital first reported a position in CAT in Q2 2020 and held it in 11 quarters. The position peaked at $19.6M in Q1 2026. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

FORA Capital reported no remaining Caterpillar position as of Q2 2026 after selling out during the quarter.
FORA Capital sold 27,673 Caterpillar shares in Q2 2026, an estimated $19.6M.
FORA Capital first reported a position in Caterpillar in Q2 2020 and held it in 11 quarters.
FORA Capital's Caterpillar position peaked at $19.6M in Q1 2026.
4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on FORA Capital's 13F filing for Q2 2026, filed 13 Aug 2026.