FG
CAT icon

Foster Group’s Caterpillar CAT Stock Holding History

Foster Group’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 		$2.68M Buy
2,520
+781
+45% +$686K 0.07% 77
2026
Q1 		$1.23M Buy
1,739
+74
+4% +$51.3K 0.04% 101
2025
Q4 		$954K Buy
1,665
+313
+23% +$174K 0.03% 115
2025
Q3 		$645K Buy
1,352
+210
+18% +$89.7K 0.02% 137
2025
Q2 		$443K Sell
1,142
-176
-13% -$58.7K 0.02% 147
2025
Q1 		$435K Buy
1,318
+37
+3% +$13.2K 0.02% 136
2024
Q4 		$465K Buy
1,281
+217
+20% +$84.2K 0.02% 125
2024
Q3 		$416K Buy
1,064
+80
+8% +$27.6K 0.02% 136
2024
Q2 		$328K Buy
984
+13
+1% +$4.51K 0.01% 156
2024
Q1 		$356K Buy
971
+14
+1% +$4.47K 0.02% 145
2023
Q4 		$261K Hold
957
– – 0.02% 141
2023
Q3 		$261K Sell
957
-14
-1% -$3.8K 0.02% 141
2023
Q2 		$239K Buy
971
+55
+6% +$12.3K 0.01% 155
2023
Q1 		$210K Sell
916
-166
-15% -$40.1K 0.01% 153
2022
Q4 		$259K Buy
+1,082
New +$236K 0.02% 130

Other funds holding CAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Foster Group's CAT Position: Q2 2026 in Review

Foster Group increased its Caterpillar (CAT) stake by 45% in Q2 2026, buying an estimated $686K and bringing the position to 2,520 shares worth $2.68M. The position accounts for 0.07% of the portfolio, ranked #77.

Foster Group first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. 736 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Foster Group held 2,520 shares of Caterpillar worth $2.68M as of Q2 2026.
  • Foster Group bought 781 Caterpillar shares in Q2 2026, an estimated $686K.
  • Caterpillar made up 0.07% of Foster Group's portfolio in Q2 2026, its #77 holding.
  • Foster Group first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
  • 736 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Foster Group's 13F filing for Q2 2026, filed 7 Jul 2026.