AT
CAT icon

Arlington Trust’s Caterpillar CAT Stock Holding History

Arlington Trust’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 		$588K Sell
552
-20
-3% -$17.6K 0.05% 56
2026
Q1 		$405K Buy
572
+132
+30% +$91.4K 0.04% 62
2025
Q4 		$252K Sell
440
-316
-42% -$176K 0.03% 79
2025
Q3 		$361K Sell
756
-1
-0.1% -$427 0.06% 124
2025
Q2 		$294K Sell
757
-313
-29% -$104K 0.06% 135
2025
Q1 		$353K Hold
1,070
– – 0.07% 123
2024
Q4 		$388K Buy
1,070
+314
+42% +$122K 0.08% 111
2024
Q3 		$296K Buy
756
+408
+117% +$141K 0.06% 133
2024
Q2 		$116K Buy
348
+310
+816% +$107K 0.03% 231
2024
Q1 		$13.9K Sell
38
-15
-28% -$4.79K ﹤0.01% 361
2023
Q4 		$15.7K Buy
+53
New +$13.7K ﹤0.01% 372

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
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Arlington Trust's CAT Position: Q2 2026 in Review

Arlington Trust reduced its Caterpillar (CAT) stake by 3.5% in Q2 2026, selling an estimated $17.6K and leaving 552 shares worth $588K. The position accounts for 0.05% of the portfolio, ranked #56.

Arlington Trust first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 4,050 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Arlington Trust held 552 shares of Caterpillar worth $588K as of Q2 2026.
  • Arlington Trust sold 20 Caterpillar shares in Q2 2026, an estimated $17.6K.
  • Caterpillar made up 0.05% of Arlington Trust's portfolio in Q2 2026, its #56 holding.
  • Arlington Trust first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
  • 4,050 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.