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 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%	+$9.77K	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

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

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

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Fortitude Advisory Group's CAT Position: Q2 2026 in Review

Fortitude Advisory Group reduced its Caterpillar (CAT) stake by 6.5% in Q2 2026, selling an estimated $52.7K and leaving 858 shares worth $914K. The position accounts for 0.35% of the portfolio, ranked #62.

Fortitude Advisory Group first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. 1,705 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Fortitude Advisory Group held 858 shares of Caterpillar worth $914K as of Q2 2026.
Fortitude Advisory Group sold 60 Caterpillar shares in Q2 2026, an estimated $52.7K.
Caterpillar made up 0.35% of Fortitude Advisory Group's portfolio in Q2 2026, its #62 holding.
Fortitude Advisory Group first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
1,705 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.