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Forte Capital’s Caterpillar CAT Stock Holding History

Forte 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
2025
Q2 		$1.11M Sell
2,867
-159
-5% -$53K 0.12% 115
2025
Q1 		$998K Buy
3,026
+1,292
+75% +$460K 0.12% 114
2024
Q4 		$629K Sell
1,734
-10
-0.6% -$3.88K 0.07% 148
2024
Q3 		$682K Buy
1,744
+64
+4% +$22.1K 0.08% 147
2024
Q2 		$559K Sell
1,680
-1
-0.1% -$347 0.07% 148
2024
Q1 		$616K Buy
1,681
+1
+0.1% +$320 0.08% 140
2023
Q4 		$497K Buy
1,680
+276
+20% +$71.6K 0.07% 145
2023
Q3 		$383K Sell
1,404
-105
-7% -$28.5K 0.06% 154
2023
Q2 		$371K Buy
1,509
+1
+0.1% +$223 0.05% 156
2023
Q1 		$345K Buy
1,508
+75
+5% +$18.1K 0.05% 159
2022
Q4 		$343K Sell
1,433
-11
-0.8% -$2.4K 0.06% 158
2022
Q3 		$237K Hold
1,444
– – 0.04% 171
2022
Q2 		$258K Sell
1,444
-475
-25% -$100K 0.04% 173
2022
Q1 		$397K Hold
1,919
– – 0.05% 163
2021
Q4 		$397K Sell
1,919
-340
-15% -$68.5K 0.05% 163
2021
Q3 		$434K Sell
2,259
-4
-0.2% -$833 0.06% 162
2021
Q2 		$492K Buy
2,263
+265
+13% +$61.2K 0.07% 152
2021
Q1 		$463K Hold
1,998
– – 0.07% 146
2020
Q4 		$364K Buy
1,998
+553
+38% +$93.8K 0.06% 158
2020
Q3 		$216K Buy
+1,445
New +$203K 0.04% 176
2018
Q1 		– Sell
-1,666
Closed -$262K – 96
2017
Q4 		$262K Buy
+1,666
New +$231K 0.08% 142

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Forte Capital's CAT Position: Q2 2025 in Review

Forte Capital reduced its Caterpillar (CAT) stake by 5.3% in Q2 2025, selling an estimated $53K and leaving 2,867 shares worth $1.11M. The position accounts for 0.12% of the portfolio, ranked #115.

Forte Capital first reported a position in CAT in Q4 2017 and has held it in 21 quarters since. 3,014 funds tracked by Wall St. Rank hold CAT as of Q2 2025.

  • Forte Capital held 2,867 shares of Caterpillar worth $1.11M as of Q2 2025.
  • Forte Capital sold 159 Caterpillar shares in Q2 2025, an estimated $53K.
  • Caterpillar made up 0.12% of Forte Capital's portfolio in Q2 2025, its #115 holding.
  • Forte Capital first reported a position in Caterpillar in Q4 2017 and has held it in 21 quarters since.
  • 3,014 funds tracked by Wall St. Rank held Caterpillar as of Q2 2025.

Based on Forte Capital's 13F filing for Q2 2025, filed 15 Jul 2025.