FDCP
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Foster Dykema Cabot & Partners’s Caterpillar CAT Stock Holding History

Foster Dykema Cabot & Partners’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 		$1.55M Buy
1,458
+40
+3% +$35.1K 0.09% 40
2026
Q1 		$1M Hold
1,418
– – 0.06% 48
2025
Q4 		$812K Sell
1,418
-122
-8% -$67.8K 0.05% 56
2025
Q3 		$735K Buy
1,540
+556
+57% +$237K 0.05% 67
2025
Q2 		$382K Hold
984
– – 0.03% 89
2025
Q1 		$325K Sell
984
-4
-0.4% -$1.43K 0.03% 95
2024
Q4 		$358K Hold
988
– – 0.03% 95
2024
Q3 		$386K Buy
988
+119
+14% +$41.1K 0.03% 88
2024
Q2 		$289K Hold
869
– – 0.03% 82
2024
Q1 		$318K Sell
869
-1
-0.1% -$320 0.03% 80
2023
Q4 		$257K Buy
+870
New +$226K 0.03% 78

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

Foster Dykema Cabot & Partners's CAT Position: Q2 2026 in Review

Foster Dykema Cabot & Partners increased its Caterpillar (CAT) stake by 2.8% in Q2 2026, buying an estimated $35.1K and bringing the position to 1,458 shares worth $1.55M. The position accounts for 0.09% of the portfolio, ranked #40.

Foster Dykema Cabot & Partners first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 4,050 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Foster Dykema Cabot & Partners held 1,458 shares of Caterpillar worth $1.55M as of Q2 2026.
  • Foster Dykema Cabot & Partners bought 40 Caterpillar shares in Q2 2026, an estimated $35.1K.
  • Caterpillar made up 0.09% of Foster Dykema Cabot & Partners's portfolio in Q2 2026, its #40 holding.
  • Foster Dykema Cabot & Partners first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
  • 4,050 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Foster Dykema Cabot & Partners's 13F filing for Q2 2026, filed 11 Aug 2026.