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Fort Sheridan Advisors’s Caterpillar CAT Stock Holding History

Fort Sheridan Advisors’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 		$3.61M Sell
3,391
-200
-6% -$176K 0.39% 53
2026
Q1 		$2.54M Sell
3,591
-5
-0.1% -$3.46K 0.31% 65
2025
Q4 		$2.06M Hold
3,596
– – 0.26% 71
2025
Q3 		$1.72M Sell
3,596
-125
-3% -$53.4K 0.22% 78
2025
Q2 		$1.44M Hold
3,721
– – 0.21% 81
2025
Q1 		$1.23M Sell
3,721
-165
-4% -$58.8K 0.19% 79
2024
Q4 		$1.41M Sell
3,886
-200
-5% -$77.6K 0.21% 81
2024
Q3 		$1.6M Sell
4,086
-100
-2% -$34.5K 0.24% 75
2024
Q2 		$1.39M Buy
4,186
+1,332
+47% +$462K 0.23% 76
2024
Q1 		$1.05M Buy
2,854
+124
+5% +$39.6K 0.2% 83
2023
Q4 		$807K Hold
2,730
– – 0.16% 94
2023
Q3 		$745K Buy
2,730
+375
+16% +$102K 0.17% 95
2023
Q2 		$579K Buy
2,355
+310
+15% +$69.1K 0.13% 106
2023
Q1 		$468K Hold
2,045
– – 0.12% 117
2022
Q4 		$490K Sell
2,045
-300
-13% -$65.3K 0.16% 107
2022
Q3 		$385K Hold
2,345
– – 0.13% 116
2022
Q2 		$419K Hold
2,345
– – 0.14% 111
2022
Q1 		$523K Buy
2,345
+270
+13% +$56.6K 0.15% 102
2021
Q4 		$429K Buy
2,075
+30
+1% +$6.04K 0.12% 119
2021
Q3 		$393K Buy
+2,045
New +$426K 0.13% 118

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Fort Sheridan Advisors's CAT Position: Q2 2026 in Review

Fort Sheridan Advisors reduced its Caterpillar (CAT) stake by 5.6% in Q2 2026, selling an estimated $176K and leaving 3,391 shares worth $3.61M. The position accounts for 0.39% of the portfolio, ranked #53.

Fort Sheridan Advisors first reported a position in CAT in Q3 2021 and has held it in 20 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Fort Sheridan Advisors held 3,391 shares of Caterpillar worth $3.61M as of Q2 2026.
  • Fort Sheridan Advisors sold 200 Caterpillar shares in Q2 2026, an estimated $176K.
  • Caterpillar made up 0.39% of Fort Sheridan Advisors's portfolio in Q2 2026, its #53 holding.
  • Fort Sheridan Advisors first reported a position in Caterpillar in Q3 2021 and has held it in 20 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Fort Sheridan Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.