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Fund Advisors of America Inc’s Caterpillar CAT Stock Holding History

Fund Advisors of America Inc’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 		$1.36M Sell
1,279
-15
-1% -$13.2K 1.24% 24
2026
Q1 		$917K Buy
1,294
+24
+2% +$16.6K 0.93% 33
2025
Q4 		$727K Buy
+1,270
New +$706K 0.67% 48

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fund Advisors of America Inc's CAT Position: Q2 2026 in Review

Fund Advisors of America Inc reduced its Caterpillar (CAT) stake by 1.2% in Q2 2026, selling an estimated $13.2K and leaving 1,279 shares worth $1.36M. The position accounts for 1.24% of the portfolio, ranked #24.

Fund Advisors of America Inc first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 3,898 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Fund Advisors of America Inc held 1,279 shares of Caterpillar worth $1.36M as of Q2 2026.
  • Fund Advisors of America Inc sold 15 Caterpillar shares in Q2 2026, an estimated $13.2K.
  • Caterpillar made up 1.24% of Fund Advisors of America Inc's portfolio in Q2 2026, its #24 holding.
  • Fund Advisors of America Inc first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 3,898 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Fund Advisors of America Inc's 13F filing for Q2 2026, filed 11 Aug 2026.