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Forum Financial Management’s Caterpillar CAT Stock Holding History

Forum Financial Management’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 		$5.49M Buy
5,159
+291
+6% +$256K 0.07% 46
2026
Q1 		$3.45M Sell
4,868
-3,046
-38% -$2.11M 0.05% 65
2025
Q4 		$4.53M Buy
7,914
+362
+5% +$201K 0.06% 69
2025
Q3 		$3.6M Buy
7,552
+151
+2% +$64.5K 0.05% 83
2025
Q2 		$2.87M Buy
7,401
+224
+3% +$74.7K 0.04% 92
2025
Q1 		$2.37M Buy
7,177
+129
+2% +$46K 0.04% 99
2024
Q4 		$2.56M Buy
7,048
+895
+15% +$347K 0.04% 93
2024
Q3 		$2.41M Sell
6,153
-57
-0.9% -$19.7K 0.04% 89
2024
Q2 		$2.07M Buy
6,210
+20
+0.3% +$6.93K 0.04% 96
2024
Q1 		$2.27M Sell
6,190
-70
-1% -$22.4K 0.04% 98
2023
Q4 		$1.85M Sell
6,260
-328
-5% -$85.1K 0.03% 96
2023
Q3 		$1.8M Buy
6,588
+1,559
+31% +$423K 0.04% 95
2023
Q2 		$1.24M Buy
5,029
+696
+16% +$155K 0.03% 133
2023
Q1 		$992K Sell
4,333
-103
-2% -$24.9K 0.03% 144
2022
Q4 		$1.06M Sell
4,436
-5
-0.1% -$1.09K 0.04% 128
2022
Q3 		$729K Sell
4,441
-591
-12% -$108K 0.04% 154
2022
Q2 		$900K Buy
5,032
+209
+4% +$44K 0.05% 133
2022
Q1 		$1.07M Sell
4,823
-108
-2% -$22.6K 0.05% 117
2021
Q4 		$1.02M Buy
+4,931
New +$993K 0.05% 126

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Forum Financial Management's CAT Position: Q2 2026 in Review

Forum Financial Management increased its Caterpillar (CAT) stake by 6% in Q2 2026, buying an estimated $256K and bringing the position to 5,159 shares worth $5.49M. The position accounts for 0.07% of the portfolio, ranked #46.

Forum Financial Management first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Forum Financial Management held 5,159 shares of Caterpillar worth $5.49M as of Q2 2026.
  • Forum Financial Management bought 291 Caterpillar shares in Q2 2026, an estimated $256K.
  • Caterpillar made up 0.07% of Forum Financial Management's portfolio in Q2 2026, its #46 holding.
  • Forum Financial Management first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.