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Fortem Financial Group’s Caterpillar CAT Stock Holding History

Fortem Financial Group’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 		$2.5M Sell
2,345
-8
-0.3% -$7.03K 0.51% 52
2026
Q1 		$1.67M Sell
2,353
-15
-0.6% -$10.4K 0.42% 63
2025
Q4 		$1.36M Buy
2,368
+603
+34% +$335K 0.36% 68
2025
Q3 		$842K Sell
1,765
-284
-14% -$121K 0.24% 80
2025
Q2 		$795K Sell
2,049
-147
-7% -$49K 0.26% 85
2025
Q1 		$724K Sell
2,196
-339
-13% -$121K 0.28% 96
2024
Q4 		$920K Hold
2,535
– – 0.36% 78
2024
Q3 		$992K Buy
2,535
+115
+5% +$39.7K 0.4% 79
2024
Q2 		$806K Sell
2,420
-210
-8% -$72.8K 0.35% 88
2024
Q1 		$964K Sell
2,630
-451
-15% -$144K 0.42% 78
2023
Q4 		$911K Hold
3,081
– – 0.45% 74
2023
Q3 		$841K Sell
3,081
-2
-0.1% -$543 0.49% 67
2023
Q2 		$758K Buy
3,083
+205
+7% +$45.7K 0.45% 75
2023
Q1 		$659K Sell
2,878
-397
-12% -$96K 0.43% 82
2022
Q4 		$785K Buy
3,275
+144
+5% +$31.3K 0.46% 73
2022
Q3 		$514K Hold
3,131
– – 0.36% 85
2022
Q2 		$560K Sell
3,131
-579
-16% -$122K 0.37% 88
2022
Q1 		$827K Buy
3,710
+340
+10% +$71.3K 0.36% 91
2021
Q4 		$697K Sell
3,370
-150
-4% -$30.2K 0.32% 102
2021
Q3 		$676K Hold
3,520
– – 0.34% 97
2021
Q2 		$766K Buy
3,520
+140
+4% +$32.3K 0.39% 87
2021
Q1 		$784K Buy
3,380
+215
+7% +$44.5K 0.45% 78
2020
Q4 		$576K Buy
+3,165
New +$537K 0.35% 87

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Fortem Financial Group's CAT Position: Q2 2026 in Review

Fortem Financial Group reduced its Caterpillar (CAT) stake by 0.34% in Q2 2026, selling an estimated $7.03K and leaving 2,345 shares worth $2.5M. The position accounts for 0.51% of the portfolio, ranked #52.

Fortem Financial Group first reported a position in CAT in Q4 2020 and has held it in 23 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Fortem Financial Group held 2,345 shares of Caterpillar worth $2.5M as of Q2 2026.
  • Fortem Financial Group sold 8 Caterpillar shares in Q2 2026, an estimated $7.03K.
  • Caterpillar made up 0.51% of Fortem Financial Group's portfolio in Q2 2026, its #52 holding.
  • Fortem Financial Group first reported a position in Caterpillar in Q4 2020 and has held it in 23 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.