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FSA Advisors’s Caterpillar CAT Stock Holding History

FSA 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 		$1.59M Buy
1,490
+3
+0.2% +$2.63K 0.73% 34
2026
Q1 		$1.05M Buy
1,487
+1,087
+272% +$753K 0.69% 46
2025
Q4 		$229K Sell
400
-871
-69% -$484K 0.16% 157
2025
Q3 		$607K Sell
1,271
-9
-0.7% -$3.84K 0.48% 65
2025
Q2 		$497K Sell
1,280
-310
-19% -$103K 0.4% 77
2025
Q1 		$524K Buy
1,590
+317
+25% +$113K 0.42% 83
2024
Q4 		$462K Buy
1,273
+8
+0.6% +$3.1K 0.56% 65
2024
Q3 		$439K Buy
1,265
+2
+0.2% +$691 0.44% 70
2024
Q2 		$453K Buy
1,263
+3
+0.2% +$1.04K 0.47% 67
2024
Q1 		$462K Buy
1,260
+103
+9% +$32.9K 0.49% 64
2023
Q4 		$342K Buy
+1,157
New +$300K 0.42% 71

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

FSA Advisors's CAT Position: Q2 2026 in Review

FSA Advisors increased its Caterpillar (CAT) stake by 0.2% in Q2 2026, buying an estimated $2.63K and bringing the position to 1,490 shares worth $1.59M. The position accounts for 0.73% of the portfolio, ranked #34.

FSA Advisors first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • FSA Advisors held 1,490 shares of Caterpillar worth $1.59M as of Q2 2026.
  • FSA Advisors bought 3 Caterpillar shares in Q2 2026, an estimated $2.63K.
  • Caterpillar made up 0.73% of FSA Advisors's portfolio in Q2 2026, its #34 holding.
  • FSA Advisors first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on FSA Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.