J.M. Forbes & Co’s Caterpillar CAT Stock Holding History

J.M. Forbes & Co’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	1,885 +495	+36%	+$435K	0.16%	70
2026 Q1	$985K	Hold	1,390	–	–	0.08%	78
2025 Q4	$796K	Buy	1,390 +113	+9%	+$62.8K	0.06%	88
2025 Q3	$609K	Hold	1,277	–	–	0.05%	91
2025 Q2	$496K	Sell	1,277 -314	-20%	-$105K	0.05%	101
2025 Q1	$525K	Sell	1,591 -110	-6%	-$39.2K	0.05%	98
2024 Q4	$617K	Buy	1,701 +394	+30%	+$153K	0.06%	92
2024 Q3	$511K	Hold	1,307	–	–	0.05%	97
2024 Q2	$435K	Hold	1,307	–	–	0.04%	101
2024 Q1	$479K	Hold	1,307	–	–	0.05%	98
2023 Q4	$386K	Hold	1,307	–	–	0.04%	103
2023 Q3	$357K	Buy	+1,307	New	+$355K	0.05%	105

Other funds holding CAT

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

J.M. Forbes & Co's CAT Position: Q2 2026 in Review

J.M. Forbes & Co increased its Caterpillar (CAT) stake by 36% in Q2 2026, buying an estimated $435K and bringing the position to 1,885 shares worth $2.01M. The position accounts for 0.16% of the portfolio, ranked #70.

J.M. Forbes & Co first reported a position in CAT in Q3 2023 and has held it in 12 quarters since. 1,241 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

J.M. Forbes & Co held 1,885 shares of Caterpillar worth $2.01M as of Q2 2026.
J.M. Forbes & Co bought 495 Caterpillar shares in Q2 2026, an estimated $435K.
Caterpillar made up 0.16% of J.M. Forbes & Co's portfolio in Q2 2026, its #70 holding.
J.M. Forbes & Co first reported a position in Caterpillar in Q3 2023 and has held it in 12 quarters since.
1,241 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on J.M. Forbes & Co's 13F filing for Q2 2026, filed 20 Jul 2026.