Fortress Private Ledger’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.74M Buy
1,636
+77
+5% +$67.6K 0.47% 44
2026
Q1
$1.1M Buy
1,559
+71
+5% +$49.2K 0.34% 66
2025
Q4
$852K Buy
1,488
+295
+25% +$164K 0.28% 78
2025
Q3
$569K Buy
1,193
+26
+2% +$11.1K 0.21% 96
2025
Q2
$453K Buy
1,167
+81
+7% +$27K 0.21% 94
2025
Q1
$358K Buy
1,086
+354
+48% +$126K 0.2% 102
2024
Q4
$266K Buy
+732
New +$284K 0.16% 111

Other funds holding CAT

Fortress Private Ledger's CAT Position: Q2 2026 in Review

Fortress Private Ledger increased its Caterpillar (CAT) stake by 4.9% in Q2 2026, buying an estimated $67.6K and bringing the position to 1,636 shares worth $1.74M. The position accounts for 0.47% of the portfolio, ranked #44.

Fortress Private Ledger first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 4,053 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Fortress Private Ledger held 1,636 shares of Caterpillar worth $1.74M as of Q2 2026.
  • Fortress Private Ledger bought 77 Caterpillar shares in Q2 2026, an estimated $67.6K.
  • Caterpillar made up 0.47% of Fortress Private Ledger's portfolio in Q2 2026, its #44 holding.
  • Fortress Private Ledger first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 4,053 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Fortress Private Ledger's 13F filing for Q2 2026, filed 7 Aug 2026.