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 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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Boston Trust Walden's CAT Position: Q2 2026 in Review

Boston Trust Walden reduced its Caterpillar (CAT) stake by 3.9% in Q2 2026, selling an estimated $38.7K and leaving 1,086 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #286.

Boston Trust Walden first reported a position in CAT in Q2 2013 and has held it in 21 quarters since. 1,868 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Boston Trust Walden held 1,086 shares of Caterpillar worth $1.16M as of Q2 2026.
Boston Trust Walden sold 44 Caterpillar shares in Q2 2026, an estimated $38.7K.
Caterpillar made up 0.01% of Boston Trust Walden's portfolio in Q2 2026, its #286 holding.
Boston Trust Walden first reported a position in Caterpillar in Q2 2013 and has held it in 21 quarters since.
1,868 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Boston Trust Walden's 13F filing for Q2 2026, filed 24 Jul 2026.