FCMC
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Founders Capital Management (Connecticut)’s Caterpillar CAT Stock Holding History

Founders Capital Management (Connecticut)’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 		$375K Hold
352
– – 0.06% 64
2026
Q1 		$249K Hold
352
– – 0.04% 70
2025
Q4 		$202K Buy
+352
New +$196K 0.03% 79

Other funds holding CAT

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State Street
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Vanguard Capital Management
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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

Founders Capital Management (Connecticut)'s CAT Position: Q2 2026 in Review

Founders Capital Management (Connecticut) held its Caterpillar (CAT) position steady in Q2 2026 at 352 shares worth $375K. The position accounts for 0.06% of the portfolio, ranked #64.

Founders Capital Management (Connecticut) first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Founders Capital Management (Connecticut) held 352 shares of Caterpillar worth $375K as of Q2 2026.
  • Founders Capital Management (Connecticut) left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.06% of Founders Capital Management (Connecticut)'s portfolio in Q2 2026, its #64 holding.
  • Founders Capital Management (Connecticut) first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Founders Capital Management (Connecticut)'s 13F filing for Q2 2026, filed 20 Jul 2026.