Fractal Investments’s Caterpillar CAT Stock Holding History

Fractal Investments’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	$1.43M	Buy	1,342 +900	+204%	+$791K	0.16%	27
2026 Q1	$313K	Hold	442	–	–	0.04%	68
2025 Q4	$253K	Hold	442	–	–	0.04%	70
2025 Q3	$211K	Sell	442 -1,058	-71%	-$452K	0.03%	74
2025 Q2	$582K	Hold	1,500	–	–	0.08%	38
2025 Q1	$495K	Hold	1,500	–	–	0.07%	40
2024 Q4	$544K	Buy	1,500 +800	+114%	+$310K	0.08%	41
2024 Q3	$274K	Hold	700	–	–	0.05%	69
2024 Q2	$233K	Hold	700	–	–	0.04%	70
2024 Q1	$257K	Buy	+700	New	+$224K	0.05%	61
2022 Q2	–	Sell	-2,581	Closed	-$575K	–	76
2022 Q1	$575K	Sell	2,581 -10	-0.4%	-$2.1K	0.17%	48
2021 Q4	$536K	Buy	+2,591	New	+$522K	0.19%	50

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Fractal Investments's CAT Position: Q2 2026 in Review

Fractal Investments increased its Caterpillar (CAT) stake by 204% in Q2 2026, buying an estimated $791K and bringing the position to 1,342 shares worth $1.43M. The position accounts for 0.16% of the portfolio, ranked #27.

Fractal Investments first reported a position in CAT in Q4 2021 and has held it in 12 quarters since. 4,033 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Fractal Investments held 1,342 shares of Caterpillar worth $1.43M as of Q2 2026.
Fractal Investments bought 900 Caterpillar shares in Q2 2026, an estimated $791K.
Caterpillar made up 0.16% of Fractal Investments's portfolio in Q2 2026, its #27 holding.
Fractal Investments first reported a position in Caterpillar in Q4 2021 and has held it in 12 quarters since.
4,033 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Fractal Investments's 13F filing for Q2 2026, filed 23 Jul 2026.