FAM
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Formidable Asset Management’s Caterpillar CAT Stock Holding History

Formidable Asset 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 		$1.05M Buy
1,478
+170
+13% +$149K 0.17% 134
2026
Q1 		$749K Buy
1,308
+26
+2% +$18K 0.12% 170
2025
Q4 		$612K Sell
1,282
-20
-2% -$11.1K 0.09% 210
2025
Q3 		$506K Sell
1,302
-30
-2% -$12.8K 0.08% 232
2025
Q2 		$439K Hold
1,332
– – 0.07% 250
2025
Q1 		$439K Hold
1,332
– – 0.07% 248
2024
Q4 		$483K Sell
1,332
-4
-0.3% -$1.55K 0.08% 232
2024
Q3 		$523K Sell
1,336
-104
-7% -$35.9K 0.08% 219
2024
Q2 		$480K Buy
1,440
+120
+9% +$41.6K 0.08% 240
2024
Q1 		$484K Buy
+1,320
New +$422K 0.08% 230
2019
Q2 		– Sell
-1,894
Closed -$242K – 240
2019
Q1 		$242K Buy
+1,894
New +$252K 0.1% 152
2016
Q2 		– Sell
-201
Closed -$15K – 200
2016
Q1 		$15K Hold
201
– – 0.01% 301
2015
Q4 		$13K Sell
201
-114
-36% -$7.97K 0.01% 353
2015
Q3 		$20K Hold
315
– – 0.01% 305
2015
Q2 		$27K Hold
315
– – 0.02% 266
2015
Q1 		$28K Hold
315
– – 0.02% 256
2014
Q4 		$29K Hold
315
– – 0.02% 239
2014
Q3 		$32K Hold
315
– – 0.02% 224
2014
Q2 		$34K Hold
315
– – 0.02% 239
2014
Q1 		$33K Hold
315
– – 0.02% 222
2013
Q4 		$30K Hold
315
– – 0.02% 239
2013
Q3 		$26K Buy
+315
New +$26.6K 0.02% 217

Other funds holding CAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Formidable Asset Management's CAT Position: Q2 2026 in Review

Formidable Asset Management increased its Caterpillar (CAT) stake by 13% in Q2 2026, buying an estimated $149K and bringing the position to 1,478 shares worth $1.05M. The position accounts for 0.17% of the portfolio, ranked #134.

Formidable Asset Management first reported a position in CAT in Q3 2013 and has held it in 22 quarters since. 736 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Formidable Asset Management held 1,478 shares of Caterpillar worth $1.05M as of Q2 2026.
  • Formidable Asset Management bought 170 Caterpillar shares in Q2 2026, an estimated $149K.
  • Caterpillar made up 0.17% of Formidable Asset Management's portfolio in Q2 2026, its #134 holding.
  • Formidable Asset Management first reported a position in Caterpillar in Q3 2013 and has held it in 22 quarters since.
  • 736 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.