Fortis Capital Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Other funds holding CAT
Fortis Capital Advisors's CAT Position: Q2 2026 in Review
Fortis Capital Advisors increased its Caterpillar (CAT) stake by 1.5% in Q2 2026, buying an estimated $6.15K and bringing the position to 478 shares worth $509K. The position accounts for 0.06% of the portfolio, ranked #243.
Fortis Capital Advisors first reported a position in CAT in Q4 2022 and has held it in 6 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Fortis Capital Advisors held 478 shares of Caterpillar worth $509K as of Q2 2026.
- Fortis Capital Advisors bought 7 Caterpillar shares in Q2 2026, an estimated $6.15K.
- Caterpillar made up 0.06% of Fortis Capital Advisors's portfolio in Q2 2026, its #243 holding.
- Fortis Capital Advisors first reported a position in Caterpillar in Q4 2022 and has held it in 6 quarters since.
- 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.