Boston Research & Management’s Caterpillar CAT Stock Holding History

Boston Research & 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	$3.6M	Sell	3,382 -120	-3%	-$105K	0.8%	53
2026 Q1	$2.48M	Hold	3,502	–	–	0.58%	60
2025 Q4	$2.01M	Sell	3,502 -40	-1%	-$22.2K	0.46%	62
2025 Q3	$1.69M	Hold	3,542	–	–	0.37%	65
2025 Q2	$1.38M	Hold	3,542	–	–	0.32%	66
2025 Q1	$1.17M	Hold	3,542	–	–	0.29%	69
2024 Q4	$1.28M	Hold	3,542	–	–	0.31%	69
2024 Q3	$1.39M	Hold	3,542	–	–	0.32%	69
2024 Q2	$1.18M	Hold	3,542	–	–	0.3%	71
2024 Q1	$1.3M	Hold	3,542	–	–	0.32%	68
2023 Q4	$1.05M	Hold	3,542	–	–	0.28%	72
2023 Q3	$966K	Hold	3,542	–	–	0.29%	70
2023 Q2	$871K	Hold	3,542	–	–	0.25%	72
2023 Q1	$810K	Hold	3,542	–	–	0.24%	72
2022 Q4	$848K	Hold	3,542	–	–	0.26%	72
2022 Q3	$581K	Hold	3,542	–	–	0.2%	75
2022 Q2	$633K	Hold	3,542	–	–	0.21%	76
2022 Q1	$789K	Hold	3,542	–	–	0.23%	72
2021 Q4	$732K	Hold	3,542	–	–	0.2%	74
2021 Q3	$679K	Hold	3,542	–	–	0.2%	75
2021 Q2	$770K	Hold	3,542	–	–	0.23%	72
2021 Q1	$821K	Sell	3,542 -115	-3%	-$23.8K	0.26%	69
2020 Q4	$665K	Sell	3,657 -15	-0.4%	-$2.54K	0.23%	71
2020 Q3	$547K	Buy	3,672 +250	+7%	+$35.1K	0.21%	72
2020 Q2	$432K	Hold	3,422	–	–	0.18%	78
2020 Q1	$397K	Hold	3,422	–	–	0.2%	73
2019 Q4	$505K	Hold	3,422	–	–	0.19%	78
2019 Q3	$432K	Hold	3,422	–	–	0.17%	80
2019 Q2	$466K	Buy	3,422 +140	+4%	+$18.5K	0.19%	80
2019 Q1	$444K	Hold	3,282	–	–	0.19%	81
2018 Q4	$417K	Hold	3,282	–	–	0.2%	80
2018 Q3	$500K	Hold	3,282	–	–	0.23%	76
2018 Q2	$445K	Hold	3,282	–	–	0.22%	74
2018 Q1	$483K	Sell	3,282 -50	-2%	-$7.89K	0.25%	73
2017 Q4	$525K	Hold	3,332	–	–	0.26%	71
2017 Q3	$415K	Hold	3,332	–	–	0.21%	77
2017 Q2	$358K	Hold	3,332	–	–	0.19%	79
2017 Q1	$309K	Hold	3,332	–	–	0.17%	82
2016 Q4	$309K	Hold	3,332	–	–	0.18%	84
2016 Q3	$295K	Hold	3,332	–	–	0.17%	83
2016 Q2	$252K	Hold	3,332	–	–	0.15%	88
2016 Q1	$255K	Hold	3,332	–	–	0.16%	87
2015 Q4	$226K	Hold	3,332	–	–	0.14%	91
2015 Q3	$217K	Sell	3,332 -10	-0.3%	-$765	0.14%	94
2015 Q2	$283K	Sell	3,342 -400	-11%	-$34.4K	0.18%	85
2015 Q1	$299K	Buy	3,742 +680	+22%	+$56.5K	0.19%	84
2014 Q4	$280K	Buy	3,062 +550	+22%	+$53.5K	0.18%	88
2014 Q3	$248K	Hold	2,512	–	–	0.17%	90
2014 Q2	$272K	Sell	2,512 -440	-15%	-$46.2K	0.19%	87
2014 Q1	$293K	Hold	2,952	–	–	0.22%	84
2013 Q4	$268K	Buy	2,952 +360	+14%	+$30.7K	0.21%	80
2013 Q3	$216K	Buy	2,592 +80	+3%	+$6.77K	0.18%	84
2013 Q2	$207K	Buy	+2,512	New	+$214K	0.18%	83

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Boston Research & Management's CAT Position: Q2 2026 in Review

Boston Research & Management reduced its Caterpillar (CAT) stake by 3.4% in Q2 2026, selling an estimated $105K and leaving 3,382 shares worth $3.6M. The position accounts for 0.8% of the portfolio, ranked #53.

Boston Research & Management first reported a position in CAT in Q2 2013 and has held it in 53 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Boston Research & Management held 3,382 shares of Caterpillar worth $3.6M as of Q2 2026.
Boston Research & Management sold 120 Caterpillar shares in Q2 2026, an estimated $105K.
Caterpillar made up 0.8% of Boston Research & Management's portfolio in Q2 2026, its #53 holding.
Boston Research & Management first reported a position in Caterpillar in Q2 2013 and has held it in 53 quarters since.
4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Boston Research & Management's 13F filing for Q2 2026, filed 11 Aug 2026.