SEC 13F Intelligence

Folger Nolan Fleming Douglas Capital Management, Inc / CAT

Folger Nolan Fleming Douglas Capital Management, Inc’s Caterpillar Inc Position

Does Folger Nolan Fleming Douglas Capital Management, Inc own Caterpillar Inc (CAT)? Yes — 29.5K shares worth $31M (+2.57% of its 13F portfolio) as of Q2 2026, down from 30.1K shares the prior filed quarter.

Position Value
$31M
Q2 2026
Shares
29.5K
% of Portfolio
+2.57%
Quarters Held
31
currently held

Position History CAT

Reported value by quarter
Q4 ’18: $5MQ4 ’18Q1 ’19: $5MQ2 ’19: $5MQ3 ’19: $5MQ4 ’19: $5MQ4 ’19Q1 ’20: $4MQ2 ’20: $5MQ3 ’20: $5MQ4 ’20: $6MQ4 ’20Q1 ’21: $8MQ2 ’21: $8MQ3 ’21: $7MQ4 ’21: $8MQ4 ’21Q1 ’22: $8MQ2 ’22: $6MQ3 ’22: $6MQ4 ’22: $9MQ4 ’22Q1 ’23: $8MQ2 ’23: $9MQ3 ’23: $10MQ4 ’23: $10MQ4 ’23Q1 ’24: $12MQ2 ’24: $11MQ3 ’24: $12MQ4 ’24: $11MQ4 ’24Q1 ’25: $10MQ2 ’25: $11MQ3 ’25: $14MQ4 ’25: $16MQ4 ’25Q1 ’26: $21MQ2 ’26: $31Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202629.5K$31M+2.57%
Q1 202630.1K$21M+1.91%
Q4 202528.6K$16M+1.68%
Q3 202528.8K$14M+1.43%
Q2 202529.2K$11M+1.26%
Q1 202530.1K$10M+1.12%
Q4 202431.1K$11M+1.18%
Q3 202431.7K$12M+1.22%
Q2 202433.2K$11M+1.13%
Q1 202433.9K$12M+1.27%
Q4 202334.1K$10M+1.10%
Q3 202334.9K$10M+1.11%
Q2 202335.5K$9M+0.95%
Q1 202335.5K$8M+0.95%
Q4 202236.5K$9M+1.06%
Q3 202236.3K$6M+0.81%
Q2 202236.3K$6M+0.85%
Q1 202236.5K$8M+0.91%
Q4 202136.5K$8M+0.82%
Q3 202135.1K$7M+0.81%
Q2 202135.1K$8M+0.89%
Q1 202135.1K$8M+0.99%
Q4 202035.1K$6M+0.84%
Q3 202036.1K$5M+0.81%
Q2 202036.2K$5M+0.74%
Q1 202036.5K$4M+0.85%
Q4 201936.5K$5M+0.79%
Q3 201936.5K$5M+0.71%
Q2 201936.8K$5M+0.75%
Q1 201936.8K$5M+0.75%
Q4 201836.7K$5M+0.77%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Folger Nolan Fleming Douglas Capital Management, Inc’s full portfolio or all institutional holders of CAT.