Fortitude Family Office’s Caterpillar CAT Stock Holding History

Fortitude Family Office’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	$603K	Sell	566 -26	-4%	-$22.8K	0.12%	84
2026 Q1	$419K	Buy	592 +207	+54%	+$143K	0.09%	96
2025 Q4	$221K	Sell	385 -216	-36%	-$120K	0.05%	135
2025 Q3	$287K	Buy	601 +433	+258%	+$185K	0.08%	117
2025 Q2	$65.2K	Sell	168 -646	-79%	-$215K	0.02%	212
2025 Q1	$268K	Sell	814 -660	-45%	-$235K	0.1%	101
2024 Q4	$535K	Buy	1,474 +51	+4%	+$19.8K	0.19%	72
2024 Q3	$557K	Buy	1,423 +1,290	+970%	+$445K	0.22%	60
2024 Q2	$44.3K	Hold	133	–	–	0.03%	190
2024 Q1	$48.7K	Hold	133	–	–	0.03%	155
2023 Q4	$39.3K	Buy	+133	New	+$34.5K	0.03%	204

Other funds holding CAT

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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

Fortitude Family Office's CAT Position: Q2 2026 in Review

Fortitude Family Office reduced its Caterpillar (CAT) stake by 4.4% in Q2 2026, selling an estimated $22.8K and leaving 566 shares worth $603K. The position accounts for 0.12% of the portfolio, ranked #84.

Fortitude Family Office first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 1,994 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Fortitude Family Office held 566 shares of Caterpillar worth $603K as of Q2 2026.
Fortitude Family Office sold 26 Caterpillar shares in Q2 2026, an estimated $22.8K.
Caterpillar made up 0.12% of Fortitude Family Office's portfolio in Q2 2026, its #84 holding.
Fortitude Family Office first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
1,994 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.