Fortis Group Advisors’s Caterpillar CAT Stock Holding History

Fortis Group 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	$411K	Sell	386 -10	-3%	-$8.79K	0.07%	196
2026 Q1	$280K	Buy	396 +359	+970%	+$249K	0.05%	240
2025 Q4	$21.2K	Hold	37	–	–	﹤0.01%	338
2025 Q3	$17.7K	Hold	37	–	–	﹤0.01%	307
2025 Q2	$14.4K	Hold	37	–	–	﹤0.01%	313
2025 Q1	$12.2K	Hold	37	–	–	﹤0.01%	289
2024 Q4	$13.4K	Hold	37	–	–	﹤0.01%	285
2024 Q3	$14.5K	Hold	37	–	–	﹤0.01%	272
2024 Q2	$12.3K	Hold	37	–	–	﹤0.01%	279
2024 Q1	$13.6K	Sell	37 -37	-50%	-$11.8K	﹤0.01%	292
2023 Q4	$21.9K	Buy	74 +37	+100%	+$9.6K	0.01%	229
2023 Q3	$10.1K	Buy	+37	New	+$10K	﹤0.01%	225
2020 Q3	$21K	Buy	+145	New	+$20.4K	﹤0.01%	243

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Fortis Group Advisors's CAT Position: Q2 2026 in Review

Fortis Group Advisors reduced its Caterpillar (CAT) stake by 2.5% in Q2 2026, selling an estimated $8.79K and leaving 386 shares worth $411K. The position accounts for 0.07% of the portfolio, ranked #196.

Fortis Group Advisors first reported a position in CAT in Q3 2020 and has held it in 13 quarters since. 1,806 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Fortis Group Advisors held 386 shares of Caterpillar worth $411K as of Q2 2026.
Fortis Group Advisors sold 10 Caterpillar shares in Q2 2026, an estimated $8.79K.
Caterpillar made up 0.07% of Fortis Group Advisors's portfolio in Q2 2026, its #196 holding.
Fortis Group Advisors first reported a position in Caterpillar in Q3 2020 and has held it in 13 quarters since.
1,806 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.