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Aull & Monroe Investment Management’s Caterpillar CAT Stock Holding History

Aull & Monroe Investment Management’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 		$17.3M Sell
16,206
-262
-2% -$230K 7.22% 1
2026
Q1 		$11.7M Sell
16,468
-678
-4% -$470K 5.42% 1
2025
Q4 		$9.82M Sell
17,146
-745
-4% -$414K 4.92% 2
2025
Q3 		$8.54M Sell
17,891
-443
-2% -$189K 4.36% 1
2025
Q2 		$7.12M Sell
18,334
-2,781
-13% -$927K 3.82% 2
2025
Q1 		$6.96M Sell
21,115
-349
-2% -$124K 3.46% 3
2024
Q4 		$7.79M Sell
21,464
-1,390
-6% -$539K 3.97% 1
2024
Q3 		$8.94M Sell
22,854
-617
-3% -$213K 4.15% 2
2024
Q2 		$7.82M Sell
23,471
-900
-4% -$312K 3.83% 2
2024
Q1 		$8.93M Buy
24,371
+220
+0.9% +$70.3K 4.08% 1
2023
Q4 		$7.14M Sell
24,151
-83
-0.3% -$21.5K 3.52% 1
2023
Q3 		$6.62M Sell
24,234
-200
-0.8% -$54.3K 3.45% 1
2023
Q2 		$6.01M Sell
24,434
-12
-0% -$2.68K 3.03% 5
2023
Q1 		$5.59M Sell
24,446
-699
-3% -$169K 2.85% 4
2022
Q4 		$6.02M Sell
25,145
-330
-1% -$71.8K 3% 4
2022
Q3 		$4.18M Hold
25,475
– – 2.29% 12
2022
Q2 		$4.55M Sell
25,475
-74
-0.3% -$15.6K 2.31% 11
2022
Q1 		$5.69M Sell
25,549
-375
-1% -$78.6K 2.57% 8
2021
Q4 		$5.36M Sell
25,924
-475
-2% -$95.6K 2.39% 9
2021
Q3 		$5.07M Sell
26,399
-99
-0.4% -$20.6K 2.5% 8
2021
Q2 		$5.77M Sell
26,498
-200
-0.7% -$46.2K 2.74% 5
2021
Q1 		$6.19M Sell
26,698
-700
-3% -$145K 3.01% 5
2020
Q4 		$4.99M Sell
27,398
-49
-0.2% -$8.31K 2.66% 8
2020
Q3 		$4.09M Sell
27,447
-425
-2% -$59.7K 2.4% 11
2020
Q2 		$3.52M Sell
27,872
-1,850
-6% -$219K 2.18% 12
2020
Q1 		$3.45M Sell
29,722
-849
-3% -$108K 2.32% 12
2019
Q4 		$4.51M Buy
30,571
+32
+0.1% +$4.47K 2.29% 12
2019
Q3 		$3.86M Sell
30,539
-117
-0.4% -$14.9K 2.04% 14
2019
Q2 		$4.18M Sell
30,656
-270
-0.9% -$35.7K 2.22% 13
2019
Q1 		$4.19M Sell
30,926
-2,025
-6% -$269K 2.25% 13
2018
Q4 		$4.19M Sell
32,951
-1,349
-4% -$176K 2.39% 11
2018
Q3 		$5.23M Buy
34,300
+100
+0.3% +$14.1K 2.52% 5
2018
Q2 		$4.64M Sell
34,200
-294
-0.9% -$43.9K 2.38% 10
2018
Q1 		$5.08M Sell
34,494
-275
-0.8% -$43.4K 2.65% 6
2017
Q4 		$5.48M Sell
34,769
-1,299
-4% -$180K 2.76% 3
2017
Q3 		$4.5M Sell
36,068
-300
-0.8% -$34.5K 2.32% 9
2017
Q2 		$3.91M Sell
36,368
-100
-0.3% -$10.2K 2.09% 9
2017
Q1 		$3.38M Sell
36,468
-680
-2% -$64.4K 1.81% 16
2016
Q4 		$3.44M Sell
37,148
-199
-0.5% -$18K 1.93% 15
2016
Q3 		$3.31M Sell
37,347
-500
-1% -$40.9K 1.91% 14
2016
Q2 		$2.87M Sell
37,847
-250
-0.7% -$18.7K 1.65% 17
2016
Q1 		$2.92M Sell
38,097
-499
-1% -$33.5K 1.75% 17
2015
Q4 		$2.62M Buy
38,596
+650
+2% +$45.4K 1.63% 19
2015
Q3 		$2.48M Buy
37,946
+648
+2% +$49.6K 1.61% 21
2015
Q2 		$2.97M Buy
37,298
+420
+1% +$36.1K 1.74% 19
2015
Q1 		$2.95M Sell
36,878
-150
-0.4% -$12.5K 1.66% 20
2014
Q4 		$3.39M Sell
37,028
-3,700
-9% -$360K 1.84% 14
2014
Q3 		$4.03M Buy
40,728
+598
+1% +$63.4K 2.14% 9
2014
Q2 		$4.36M Buy
40,130
+200
+0.5% +$21K 2.33% 7
2014
Q1 		$3.97M Sell
39,930
-300
-0.7% -$28.3K 2.27% 8
2013
Q4 		$3.65M Buy
40,230
+420
+1% +$35.9K 2.13% 10
2013
Q3 		$3.32M Buy
39,810
+1,350
+4% +$114K 2.15% 8
2013
Q2 		$3.17M Buy
+38,460
New +$3.27M 2.14% 11

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS)
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
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

Aull & Monroe Investment Management's CAT Position: Q2 2026 in Review

Aull & Monroe Investment Management reduced its Caterpillar (CAT) stake by 1.6% in Q2 2026, selling an estimated $230K and leaving 16,206 shares worth $17.3M. The position accounts for 7.22% of the portfolio, ranked #1.

Aull & Monroe Investment Management first reported a position in CAT in Q2 2013 and has held it in 53 quarters since. 1,225 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Aull & Monroe Investment Management held 16,206 shares of Caterpillar worth $17.3M as of Q2 2026.
  • Aull & Monroe Investment Management sold 262 Caterpillar shares in Q2 2026, an estimated $230K.
  • Caterpillar made up 7.22% of Aull & Monroe Investment Management's portfolio in Q2 2026, its #1 holding.
  • Aull & Monroe Investment Management first reported a position in Caterpillar in Q2 2013 and has held it in 53 quarters since.
  • 1,225 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Aull & Monroe Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.