FFA
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Fragasso Financial Advisors’s Caterpillar CAT Stock Holding History

Fragasso Financial Advisors’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 		$2.01M Buy
1,887
+181
+11% +$159K 0.11% 85
2026
Q1 		$1.23M Buy
1,706
+595
+54% +$412K 0.07% 125
2025
Q4 		$637K Buy
1,111
+75
+7% +$41.7K 0.04% 171
2025
Q3 		$516K Buy
1,036
+47
+5% +$20.1K 0.03% 190
2025
Q2 		$384K Buy
989
+84
+9% +$28K 0.03% 207
2025
Q1 		$298K Buy
905
+6
+0.7% +$2.14K 0.02% 216
2024
Q4 		$326K Buy
899
+13
+1% +$5.04K 0.02% 197
2024
Q3 		$347K Buy
886
+50
+6% +$17.3K 0.03% 193
2024
Q2 		$278K Buy
836
+95
+13% +$32.9K 0.02% 218
2024
Q1 		$271K Buy
741
+35
+5% +$11.2K 0.02% 220
2023
Q4 		$209K Buy
+706
New +$183K 0.02% 241

Other funds holding CAT

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
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Fragasso Financial Advisors's CAT Position: Q2 2026 in Review

Fragasso Financial Advisors increased its Caterpillar (CAT) stake by 11% in Q2 2026, buying an estimated $159K and bringing the position to 1,887 shares worth $2.01M. The position accounts for 0.11% of the portfolio, ranked #85.

Fragasso Financial Advisors first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 1,506 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Fragasso Financial Advisors held 1,887 shares of Caterpillar worth $2.01M as of Q2 2026.
  • Fragasso Financial Advisors bought 181 Caterpillar shares in Q2 2026, an estimated $159K.
  • Caterpillar made up 0.11% of Fragasso Financial Advisors's portfolio in Q2 2026, its #85 holding.
  • Fragasso Financial Advisors first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
  • 1,506 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Fragasso Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.