FWA
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FSM Wealth Advisors’s Caterpillar CAT Stock Holding History

FSM Wealth 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 		$1.92M Buy
1,800
+191
+12% +$168K 0.2% 68
2026
Q1 		$1.14M Buy
1,609
+1
+0.1% +$693 0.15% 85
2025
Q4 		$921K Buy
1,608
+108
+7% +$60K 0.13% 95
2025
Q3 		$716K Buy
1,500
+331
+28% +$141K 0.1% 122
2025
Q2 		$458K Buy
1,169
+303
+35% +$101K 0.07% 169
2025
Q1 		$286K Buy
866
+178
+26% +$63.4K 0.06% 160
2024
Q4 		$262K Buy
688
+25
+4% +$9.7K 0.06% 151
2024
Q3 		$259K Buy
663
+61
+10% +$21.1K 0.07% 144
2024
Q2 		$201K Buy
602
+17
+3% +$5.89K 0.07% 157
2024
Q1 		$214K Buy
+585
New +$187K 0.08% 154

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FSM Wealth Advisors's CAT Position: Q2 2026 in Review

FSM Wealth Advisors increased its Caterpillar (CAT) stake by 12% in Q2 2026, buying an estimated $168K and bringing the position to 1,800 shares worth $1.92M. The position accounts for 0.2% of the portfolio, ranked #68.

FSM Wealth Advisors first reported a position in CAT in Q1 2024 and has held it in 10 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • FSM Wealth Advisors held 1,800 shares of Caterpillar worth $1.92M as of Q2 2026.
  • FSM Wealth Advisors bought 191 Caterpillar shares in Q2 2026, an estimated $168K.
  • Caterpillar made up 0.2% of FSM Wealth Advisors's portfolio in Q2 2026, its #68 holding.
  • FSM Wealth Advisors first reported a position in Caterpillar in Q1 2024 and has held it in 10 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.