Fortitude Advisory Group’s Caterpillar CAT Stock Holding History

Fortitude Advisory 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 Q3	$740K	Buy	912 +54	+6%	+$45.8K	0.28%	73
2026 Q2	$914K	Sell	858 -60	-7%	-$52.7K	0.35%	62
2026 Q1	$651K	Buy	918 +58	+7%	+$40.2K	0.29%	71
2025 Q4	$493K	Sell	860 -16	-2%	-$8.89K	0.21%	80
2025 Q3	$418K	Buy	876 +173	+25%	+$73.9K	0.22%	95
2025 Q2	$273K	Buy	703 +10	+1%	+$3.33K	0.16%	150
2025 Q1	$201K	Sell	693 -48	-6%	-$17.1K	0.14%	175
2024 Q4	$269K	Buy	741 +43	+6%	+$16.7K	0.16%	138
2024 Q3	$273K	Sell	698 -125	-15%	-$43.2K	0.17%	140
2024 Q2	$274K	Sell	823 -125	-13%	-$43.3K	0.16%	132
2024 Q1	$347K	Sell	948 -18	-2%	-$5.75K	0.2%	113
2023 Q4	$286K	Hold	966	–	–	0.17%	141
2023 Q3	$264K	Buy	966 +36	+4%	+$9.8K	0.18%	132
2023 Q2	$229K	Sell	930 -854	-48%	-$190K	0.17%	164
2023 Q1	$408K	Buy	1,784 +30	+2%	+$7.25K	0.32%	80
2022 Q4	$420K	Buy	1,754 +124	+8%	+$27K	0.36%	76
2022 Q3	$267K	Buy	1,630 +173	+12%	+$31.6K	0.25%	112
2022 Q2	$260K	Sell	1,457 -53	-4%	-$11.2K	0.24%	130
2022 Q1	$336K	Hold	1,510	–	–	0.18%	107
2021 Q4	$312K	Buy	+1,510	New	+$304K	0.16%	125

Other funds holding CAT

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Fortitude Advisory Group's CAT Position: Q3 2026 in Review

Fortitude Advisory Group increased its Caterpillar (CAT) stake by 6.3% in Q3 2026, buying an estimated $45.8K and bringing the position to 912 shares worth $740K. The position accounts for 0.28% of the portfolio, ranked #73.

Fortitude Advisory Group first reported a position in CAT in Q4 2021 and has held it in 20 quarters since. The position peaked at $914K in Q2 2026. 2,946 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Fortitude Advisory Group held 912 shares of Caterpillar worth $740K as of Q3 2026.
Fortitude Advisory Group bought 54 Caterpillar shares in Q3 2026, an estimated $45.8K.
Caterpillar made up 0.28% of Fortitude Advisory Group's portfolio in Q3 2026, its #73 holding.
Fortitude Advisory Group first reported a position in Caterpillar in Q4 2021 and has held it in 20 quarters since.
Fortitude Advisory Group's Caterpillar position peaked at $914K in Q2 2026.
2,946 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Fortitude Advisory Group's 13F filing for Q3 2026, filed 15 Oct 2026.