Fortress Private Ledger
CAT icon

Fortress Private Ledger’s Caterpillar CAT Stock Holding History

Fortress Private Ledger’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 		$1.24M Sell
1,534
-102
-6% -$86.5K 0.25% 81
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fortress Private Ledger's CAT Position: Q3 2026 in Review

Fortress Private Ledger reduced its Caterpillar (CAT) stake by 6.2% in Q3 2026, selling an estimated $86.5K and leaving 1,534 shares worth $1.24M. The position accounts for 0.25% of the portfolio, ranked #81.

Fortress Private Ledger first reported a position in CAT in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.74M in Q2 2026. 3,455 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Fortress Private Ledger held 1,534 shares of Caterpillar worth $1.24M as of Q3 2026.
  • Fortress Private Ledger sold 102 Caterpillar shares in Q3 2026, an estimated $86.5K.
  • Caterpillar made up 0.25% of Fortress Private Ledger's portfolio in Q3 2026, its #81 holding.
  • Fortress Private Ledger first reported a position in Caterpillar in Q4 2024 and has held it in 8 quarters since.
  • Fortress Private Ledger's Caterpillar position peaked at $1.74M in Q2 2026.
  • 3,455 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Fortress Private Ledger's 13F filing for Q3 2026, filed 13 Nov 2026.