Boston Trust Walden’s Caterpillar CAT Stock Holding History

Boston Trust Walden’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 Q3	$902K	Buy	1,113 +27	+2%	+$22.9K	0.01%	298
2026 Q2	$1.16M	Sell	1,086 -44	-4%	-$38.7K	0.01%	286
2026 Q1	$801K	Hold	1,130	–	–	0.01%	301
2025 Q4	$647K	Sell	1,130 -59	-5%	-$32.8K	﹤0.01%	308
2025 Q3	$567K	Hold	1,189	–	–	﹤0.01%	321
2025 Q2	$462K	Sell	1,189 -15	-1%	-$5K	﹤0.01%	323
2025 Q1	$397K	Hold	1,204	–	–	﹤0.01%	328
2024 Q4	$437K	Sell	1,204 -30	-2%	-$11.6K	﹤0.01%	323
2024 Q3	$483K	Sell	1,234 -300	-20%	-$104K	﹤0.01%	319
2024 Q2	$511K	Hold	1,534	–	–	﹤0.01%	319
2024 Q1	$562K	Buy	1,534 +300	+24%	+$95.9K	﹤0.01%	313
2023 Q4	$365K	Hold	1,234	–	–	﹤0.01%	329
2023 Q3	$337K	Hold	1,234	–	–	﹤0.01%	326
2023 Q2	$304K	Buy	+1,234	New	+$275K	﹤0.01%	337
2018 Q4	–	Sell	-1,392	Closed	-$212K	–	376
2018 Q3	$212K	Buy	+1,392	New	+$197K	﹤0.01%	373
2018 Q2	–	Sell	-1,392	Closed	-$205K	–	377
2018 Q1	$205K	Hold	1,392	–	–	﹤0.01%	378
2017 Q4	$219K	Buy	+1,392	New	+$193K	﹤0.01%	374
2014 Q3	–	Sell	-4,730	Closed	-$514K	–	337
2014 Q2	$514K	Sell	4,730 -100	-2%	-$10.5K	0.01%	299
2014 Q1	$480K	Buy	4,830 +122	+3%	+$11.5K	0.01%	285
2013 Q4	$428K	Hold	4,708	–	–	0.01%	295
2013 Q3	$393K	Hold	4,708	–	–	0.01%	288
2013 Q2	$388K	Buy	+4,708	New	+$400K	0.01%	281

Other funds holding CAT

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Boston Trust Walden's CAT Position: Q3 2026 in Review

Boston Trust Walden increased its Caterpillar (CAT) stake by 2.5% in Q3 2026, buying an estimated $22.9K and bringing the position to 1,113 shares worth $902K. The position accounts for 0.01% of the portfolio, ranked #298.

Boston Trust Walden first reported a position in CAT in Q2 2013 and has held it in 22 quarters since. The position peaked at $1.16M in Q2 2026. 2,200 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Boston Trust Walden held 1,113 shares of Caterpillar worth $902K as of Q3 2026.
Boston Trust Walden bought 27 Caterpillar shares in Q3 2026, an estimated $22.9K.
Caterpillar made up 0.01% of Boston Trust Walden's portfolio in Q3 2026, its #298 holding.
Boston Trust Walden first reported a position in Caterpillar in Q2 2013 and has held it in 22 quarters since.
Boston Trust Walden's Caterpillar position peaked at $1.16M in Q2 2026.
2,200 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Boston Trust Walden's 13F filing for Q3 2026, filed 30 Oct 2026.