Gallagher Fiduciary Advisors’s Caterpillar CAT Stock Holding History

Gallagher Fiduciary 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	$574K	Hold	539	–	–	0.02%	172
2026 Q1	$382K	Sell	539 -104	-16%	-$72K	0.01%	217
2025 Q4	$368K	Sell	643 -33	-5%	-$18.3K	0.01%	237
2025 Q3	$323K	Sell	676 -116	-15%	-$49.5K	0.01%	241
2025 Q2	$307K	Buy	792 +2	+0.3%	+$667	0.01%	251
2025 Q1	$260K	Buy	790 +74	+10%	+$26.4K	0.01%	256
2024 Q4	$260K	Buy	716 +129	+22%	+$50K	0.05%	240
2024 Q3	$230K	Buy	+587	New	+$203K	0.05%	235
2024 Q2	–	Sell	-601	Closed	-$220K	–	260
2024 Q1	$220K	Sell	601 -503	-46%	-$161K	0.01%	175
2023 Q4	$326K	Buy	1,104 +83	+8%	+$21.5K	0.01%	134
2023 Q3	$279K	Sell	1,021 -121	-11%	-$32.8K	0.02%	135
2023 Q2	$281K	Sell	1,142 -81	-7%	-$18.1K	0.02%	170
2023 Q1	$281K	Buy	+1,223	New	+$296K	0.02%	156

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

Gallagher Fiduciary Advisors's CAT Position: Q2 2026 in Review

Gallagher Fiduciary Advisors held its Caterpillar (CAT) position steady in Q2 2026 at 539 shares worth $574K. The position accounts for 0.02% of the portfolio, ranked #172.

Gallagher Fiduciary Advisors first reported a position in CAT in Q1 2023 and has held it in 13 quarters since. 4,061 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Gallagher Fiduciary Advisors held 539 shares of Caterpillar worth $574K as of Q2 2026.
Gallagher Fiduciary Advisors left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.02% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #172 holding.
Gallagher Fiduciary Advisors first reported a position in Caterpillar in Q1 2023 and has held it in 13 quarters since.
4,061 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.