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Forty-three Eighteen Advisors’s Caterpillar CAT Stock Holding History

Forty-three Eighteen Advisors’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 		$9.88M Buy
9,275
+2
+0% +$1.76K 6.65% 3
2026
Q1 		$6.57M Sell
9,273
-39
-0.4% -$27K 4.95% 4
2025
Q4 		$5.33M Buy
+9,312
New +$5.18M 4.15% 6

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Forty-three Eighteen Advisors's CAT Position: Q2 2026 in Review

Forty-three Eighteen Advisors increased its Caterpillar (CAT) stake by 0.02% in Q2 2026, buying an estimated $1.76K and bringing the position to 9,275 shares worth $9.88M. The position accounts for 6.65% of the portfolio, ranked #3.

Forty-three Eighteen Advisors first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 4,022 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Forty-three Eighteen Advisors held 9,275 shares of Caterpillar worth $9.88M as of Q2 2026.
  • Forty-three Eighteen Advisors bought 2 Caterpillar shares in Q2 2026, an estimated $1.76K.
  • Caterpillar made up 6.65% of Forty-three Eighteen Advisors's portfolio in Q2 2026, its #3 holding.
  • Forty-three Eighteen Advisors first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 4,022 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Forty-three Eighteen Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.